Creating a New Template

To create a new Matter Template click on the Workflow > Administration option in the Other menu.  

This will display the Administration Workflow Builder screen. 

Clicking the Matter Templates Icon will display the Matter Templates Screen.

The screen shows the current templates, their Name, Matter Type, Status, who created it and when it was last modified.

In the bottom left, there is a button to create a New Template.

To create a new template, click the New Template button.

The Template Builder window will open:

You are asked to enter the Name of the new template, the Country which it applies to, and the Matter Type for this Template.

Clicking Matter Type will present a list of the different Matter Types available:

Selecting a Matter Type will populate the ‘Available fields for selection’  section with a list of Compliance Tables and fields that can be selected from, these are grouped together based on the Compliance Section.

To move a field(s) from the ‘Available field for selection’ section to the ‘Selected compulsory fields’ section click the Box before either the field or table name, then click the arrow between the sections to move to the other section.

The same can be done to remove fields from the Compulsory section.

Once you have all the fields that you wish to include in the Matter creation template click Save, this will save a Draft version of the Template.

To make a template available to be used, change the Status from 'Draft' to ‘Active’ and Save the change.