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3 ways to start a new matter

Start a new matter from scratch, from a template, or by cloning another matter.

Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

There are 3 ways you can start a new matter.

Start from scratch

If this is your first time working in Office & Dragons, or you're doing something brand new your teams haven't done before on-platform, you can create a new matter from scratch.

Start from Template

If you or your team has saved a template for what you'll be working on, you can start with a template. This will create a duplicate of the template matter, including the turnsheets and files, that you can use to get started faster, leverage your team's knowledge, and stick to best practices.

  1. If a template is already created all you have to is go to "Templates" on the left sidebar and and the templates will be listed for you

  2. If you need to create a new matter that will be set as a Template on that same page, click the "Create Template" button on the top right.

    Duplicate existing matter

    You can also get started by duplicating any other matter, even if it hasn't been saved as a template. To do so, click the 3-dot button next to the matter you need to duplicate and click "Duplicate" from the menu.

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