Workspace Templates

A workspace template is the folder a new matter is copied from, so matters of the same kind start the same way. A template is an ordinary folder directly inside the Templates Store, which only admins can see.

Building a Template

Create a folder in the Templates Store, then build it with the usual tools:

• folders and subfolders, such as Documents, Secured Documents and Emails;
• permissions on each folder, naming groups such as Everyone. A folder can be more restricted than the one above it, never less;
• properties set on folders, such as an Invoices folder that sets Class to Financial;
• search folders, such as Recent Work. Right-click a folder and choose New search folder…. See Search Folders.

Templates hold no documents.

What a New Matter Gets

Creating a matter copies the template’s folder tree, each folder’s permissions, the properties set on each folder, and its search folders with their rules.

Changing a template doesn’t change matters already made from it. Only matters created afterwards get the change.

An Example