Repetitive matters? Rapid matter creation has never been easier with Templates
Xakia administrators can set up templates to speed up the matter creation process.
In this article:
How to create a template
To create a template:
- Click on the '+ New Matter' button in the top navigation menu
- Complete the information you would like to include on your matter template
- Click ‘Actions’ and ‘Save as Template’
- Give your template a name (this will become the name of the matter when loaded by other users in the future)
- Add a description, if required
- Click ‘Save’
How to edit a template
To edit a template:
- Click on the '+ New Matter' button in the top navigation menu
- Select 'Actions' and 'Load Template'
- Find the template and click on the 'Load/Edit' link
- Make the relevant changes
- Select 'Actions' and 'Save as template'
- Select 'Replace' on the template you have edited
- Confirm by clicking 'Replace Template'
How to delete a template
To delete a template:
- Click on the '+ New Matter' button in the top navigation menu
- Select 'Actions' and 'Load Template'
- Locate the relevant template and select 'Delete'
- Confirm by clicking 'Delete Template'
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.