How to assign a Matter Type and status to a Matter Template using Rocket Project Management.
1. Select 'Tools' from the left-hand navigation panel.
2. Then, select 'Manage Matter Templates'.
3. Select the Matter Template you'd like to apply a Matter Type and Matter status to by clicking on the Matter Template 'Name' or 'Description'.
NOTE: The 'Matter Template Listing' helps you easily identify which Matter Templates have an area type and are assigned and those that do not.
4. Select the Matter Type and associated status. When finished, click 'Save Template'.
For additional support, please contact Support at 888-432-1529.
Looking for additional personalized assistance in setting up your statuses and transitions? Contact Rocket Matter to schedule a consultation with Rocket Matter's Head Trainer.