Set up matter templates

If you often find yourself adjusting the details of a matter every time you create one, consider making a matter template to save time.

You can set up templates for specific clients that have multiple matters or for matter types that always have specific contacts and layouts.

Table of Contents

• Create a matter template
• Use a matter template when creating a new matter

Create a matter template

1.    From the triConvey Action Bar, select New Matter.

2.    Select Matter Templates tab

3.    Select Create Matter Template.

4.    Select your state.

5.    Expand the folder to find the matter type you wish to create a template for. 

6.    Select Next.

7.    Enter a Name and Category for your template.

8.    Select Save.

Tip:  If the category does not already exist, it will be created after selecting Save.

9.    Select the gear icon on the top bar to open the Matter Settings window.

10.  Add or remove specific fields to be displayed in the Matter Details section. 

11.  Select Save.

12.  Complete fields as required.

13.  Select Done.

Use a matter template when creating a new matter

When creating a new matter, you can apply the matter template by selecting the Matter Templates tab. 

Expand the category folder to select the matter and then select Next or Create.

Tip:  To gain easy access to frequently used matter types, you can set them as favourites.