How to apply a Matter Template to an existing matter
Automate the process of creating a Matter with commonly associated events and tasks with Matter Templates. Matter Templates can be applied to brand-new matters, or they can be applied to existing matters.
When you apply a Matter Template to an existing matter, you have the ability to layer workflows of events and tasks to a matter-in-progress.
Before a Matter Template is applied to an existing matter, you will be prompted by Rocket Matter to authorize whether or not you want to overwrite specific matter descriptions, or override existing matter settings. Once you approve the overwriting of descriptions, or the overriding of settings, you will not be able to revert to the previous data.
6. Rocket Matter will now display the intended changes and updates to your existing template. Carefully review the list of changes that will be made when the Matter Template is applied.
7. Scroll down and click "Save".
8. Review the updated matter.
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