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  • How to Create Matter Folder Templates




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Here you can predefine your own matter folders based on selected practice areas, you can edit or delete any previously defined templates as well

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Choose if the new template will be applied to Corporate Matters, Litigation Cases, Intellectual Properties, or Matter Containers.

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You can create, rename, delete, and edit folders by using the mouse right-click option:

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Now, once you create a corporate matter the system will automatically generate corresponding folders tailored to the practice area you've chosen.

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