How to apply a Matter Template to a brand-new Matter.
Automate the process of creating a Matter with commonly associated Events and Tasks using Matter Templates. Matter Templates can be applied to brand-new Matters, or existing Matters. The following instructions show you how to apply a Matter Template to a brand-new Matter during the process of Matter creation.
1. Click '+ Add New' from My Dashboard or from any Rocket Matter screen.
![1. Click "+ Add New" from My Dashboard or from any Rocket Matter screen.](https://media.screensteps.com/image_assets/assets/005/044/337/original/ce2eacd7-2917-436e-b9c5-54920439451f.png)
2. Select 'Matter'.
![2. Select "Matter".](https://media.screensteps.com/image_assets/assets/005/044/339/original/fb500631-57a3-43b7-910f-116888a1c2cb.png)
3. Select the Matter Template drop-down.
![3. Select Matter Template drop-down.](https://media.screensteps.com/image_assets/assets/005/044/341/original/1ba1b1af-0124-4cad-bd0c-1d74b3ba9494.png)
4. Select the desired template.
![4. Select desired Template.](https://media.screensteps.com/image_assets/assets/005/044/343/original/e7a918b8-f629-48cc-aeb4-e7fada9d1c2c.png)
5. Complete the required fields and edit pre-populated fields, as needed.
![5. Fill in Required Fields, and edit pre-populated fields as needed.](https://media.screensteps.com/image_assets/assets/005/044/345/original/8c2a3d6b-1312-46e4-a0f9-4a61228e67c3.png)
6. Click '+ Billing Information' to expand this section. Customize trust accounting info, select a Matter Invoice Template, and enable invoice sharing, if applicable.
![](https://media.screensteps.com/image_assets/assets/005/044/347/original/26223a81-bc02-42d7-b84f-5ece1a9341e5.png)
7. Select '+ Custom Data' to enter Related Contact data and additional Custom Fields.
![7. Select "+ Custom Data" to enter Related Contact Data and additional Custom Fields.](https://media.screensteps.com/image_assets/assets/005/044/349/original/53c0b400-a8bc-4e51-9fd9-7bbe2c22dd8d.png)
9. Review the Matter Dashboard for your new Matter's Tasks, Events, related Contacts, and data.
![9. Review the Matter Dashboard for your new matter's Tasks, Events, and related Contacts and Data.](https://media.screensteps.com/image_assets/assets/001/154/202/original/2d3b81bb-6111-496c-8327-4775fa91b26c.png)
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