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Can I reuse my table and documents from one matter to the next?

Yes, by saving your matter as a template or by cloning another matter.

Ciara Scott avatar
Written by Ciara Scott
Updated this week

Yes, by saving your matter as a template or by cloning another matter.

To save a template, click the . . . menu on any matter in your home page and choose Set as template. Choosing Set as template makes a copy of the turnsheet data, as well as the files in the matter (excluding redlines). The Templates page in your navigation panel is a dedicated space for organizing, sharing, and updating template matters to reuse yourself and to share with your team.

To start from a template go to Templates on the left side bar and select the three dots next to the matter you want to duplicate and use as a template and click Duplicate .

You can also start a new matter by cloning any other matter, even if it hasn't been saved as a template. To do so, click the 3-dot button at the top-right corner of any matter and select Duplicate from the menu.

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