How to edit a Matter Template.
1. Click 'Manage matter templates' in the Tools section.
![](https://media.screensteps.com/image_assets/assets/002/519/496/original/8ee455ed-d27e-4021-ba9f-3394e953cfc3.png)
2. Select the name or description of the template.
![2. Select the Name or Description of the Template.](https://media.screensteps.com/image_assets/assets/002/519/557/original/1b7d66b9-485c-4388-99f8-ccdb5887ff90.png)
3. Review details and/or template activities.
![3. Review Details and/or Template Activities.](https://media.screensteps.com/image_assets/assets/001/153/723/original/f1473667-7070-45d4-aedd-058d4233defc.png)
4. Change your template details as needed.
![4. Change your Template Details as needed.](https://media.screensteps.com/image_assets/assets/002/519/558/original/cf18acc4-028b-4be8-bc64-7335656aaa48.png)
- Template Activities can be edited by selecting the Pencil Icon next to the activity.
5. Scroll down to click 'Save Template'.
![5. Scroll down to click "Save Template".](https://media.screensteps.com/image_assets/assets/002/519/559/original/a943b742-191a-48ee-a19b-d571aa5a4c77.png)
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or [email protected].