Brightflag allows a Matter Template to be applied to any Matter.
🔹 Who can create a Matter Template?
Only a Client Admin (your company's Brightflag system admin) can create a new Matter Template.
🔹 Who can apply or remove a Matter Template?
Any user can add or remove a Matter Template from a Matter at any time.
📌 For details on how to create Matter Templates, refer to:
➡️ Creating a Matter Template
Why Use Matter Templates? 🤔
A Matter Template allows you to group relevant fields together, making it easier to manage specific types of matters.
✅ Reduces clutter on the Matter Details page and Matter Form
✅ Improves organization by only displaying relevant fields
✅ Keeps custom fields structured
Viewing the Matter Template on a Matter 👀
To check the Matter Template assigned to a matter:
1️⃣ Find the relevant Matter and open its Matter Overview Page.
2️⃣ Navigate to the "Matter Details" tab.
3️⃣ The Matter Template Name will be displayed there.
4️⃣ On the lower right side, you will see the Matter Template Fields.
Changing the Matter Template on a Matter 🔄
To change the Matter Template for a Matter:
- Click on the current Matter Template name in the Matter Details tab.
- Select a different template from the dropdown.
- The Matter Template Fields will update automatically based on your selection.
Creating a New Matter Template 🛠️
🚨 Only a Client Admin (Brightflag system admin) has permission to create a new Matter Template.