Changing matter templates

If you open a matter incorrectly, you can correct this by changing the matter template:

  1. Open the matter
  2. Click on the settings cog in the top right hand corner
  3. Select "Change Matter Template"
  4. Select the matter template you wish to change to
  5. Choose whether to keep any completed tasks
  6. Confirm

The matter will be converted to the template selected.

Changing a matter template will remove all stakeholders and all tasks.

<< Previous      Next >>
Powered by HelpDocs (opens in a new tab)