Creating a Matter Template (Admin Role)

A Matter Template may be used to group Matter fields together if several fields are only relevant to particular Matters.

🔹 Key Benefits of Matter Templates:

• Reduce clutter by only displaying relevant fields.
• Organize custom fields based on specific Matter types.
• Improve data accuracy and user experience.

⚠️ Important:
Only users with the Client Admin role (your company's Brightflag system admin) can create Matter Templates.

Who Chooses the Template on a Matter?

Both you and your vendors can select a Matter Template when creating or requesting a Matter.

• Once a template is applied, internal users can enter values for these fields on the Matter details tab of the Matter overview page.

Creating a Matter Template

To create a Matter Template, follow these steps:

1. Navigate to Matter Templates:

   • Go to Menu > Admin Settings > Matter Settings.

2. Find the Matter Templates Section:

   • Scroll down until you see the Matter Templates section.

3. Create a New Template:

   • Click "Create Matter Template."
   • Enter a Name for the template.
   • Click "Create."

Adding Matter Fields to a Template

Once a Matter Template is created, you can add custom fields by following these steps:

1. Locate the relevant template and click the ⬇ (down arrow) beside it.
2. Click "Add Field to [Template Name]" to add multiple fields.
3. Enter the field name and select a data type.

💡 Tip: Carefully choose the data type for each field to ensure accurate data entry and reporting.