Answer
May 01, 2017 - 08:41 AM
A Tracker Coordinator or Company System Administrator can create new matter type templates by navigating to Settings -> Matter Types (Templates) & Matter Setup. The user can then click on Add Sub-Matter Type to create a new template from scratch. If the user wants to keep many fields options the same as an existing tempplate, the user can click on Copy Sub-Matter Type to start with the selected options from an existing template.
