How To Create A Stage Template

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Stage templates help you define and manage the workflow of a matter by breaking it down into structured stages. You can create stage templates and assign them to matters to keep your processes organized and consistent.

There are two ways to create a stage template in Liradocs:

Creating it from Settings (outside a matter)
Creating it directly from within a matter

Method 1: Create a Stage Template from Settings

Step 1: Navigate to Stage Templates

Go to Settings.
Scroll down and select Matter Stage Templates.

Step 2: Create a New Template

Click on the New Template button.
Enter a Template Name.
Select the Matter Type.
(Optional) Add a Description.

Step 3: Add Stages to the Template

Enter the Stage Name.
(Optional) Add a Description.
Select a Color and Icon for the stage.
Click Add Stage.

Repeat this process to add as many stages as needed.

Step 4: Save the Template

Once all stages are added, click the Create Template button.

Your stage template is now successfully created and will appear in the list of templates.

Assign a Stage Template to a Matter

Step 1: Open the Matter

Go to the Matters tab.
Open the matter where you want to apply the stage template.

Step 2: Edit the Matter

Click on the Actions button.
Select Edit.

Step 3: Select the Stage Template

Locate the Stage Template dropdown.
Select the template you created.

Step 4: Save Changes

Click Update Matter to apply the template.

The selected stage template is now assigned to the matter.

Method 2: Create a Stage Template from Within a Matter

Step 1: Access Stage Template Section

Open a matter.
Navigate to the Stage Template section.
Click to create a new template.

Step 2: Create the Template

You will be redirected to the stage template creation screen.
Follow the same steps outlined in Method 1 to create the template.

Step 3: Assign the Template

Return to the matter.
Select the newly created template from the dropdown.
Click Update Matter.

Your new stage template is now successfully created and assigned to the matter.

Using stage templates ensures a structured workflow and helps your team track progress efficiently across different matters.