Document Briefs can be created from both premade Templates and Document Tags in mattero. Once a Brief is created, its name, sections, and more can be edited and rearranged as needed.

Creating a Brief from Document Tags

Creating a Brief from Document Tags automatically creates sections in the Brief based on the Document Tags selected.

Any Documents with an associated Tag will also be automatically added to the corresponding section.

To create a Brief from Document Tags:

1. Select the Documents tab in a Matter, then select Documents Mode. (If this is your first Brief for this Matter, Documents Mode will open automatically.)
2. Select New, then select New Brief.

3. Enter a Name for the Brief, then select By Document Tags.
4. Select Tags, or select the Delete () icon to remove a Tag, as needed. Drag and drop Tags to reorder them as needed.
5. When all selections have been made, select Save.

Please note, once the first Brief is added to the Documents tab, a Briefs icon () will appear. Select this icon to view all Briefs in the Documents tab.

Creating a Brief from a Template

To create a Brief from a template:

1. Select the Documents tab in a Matter, then select Documents Mode. (If this is your first Brief for this Matter, Documents Mode will open automatically.)
2. Select New, then select New Brief.

3. Enter a Name for the Brief, then select By Template.
4. Select a Brief Template from the dropdown menu as needed, then select Save.

Please note, once the first Brief is added to the Documents tab, a Briefs icon () will appear. Select this icon to view all Briefs in the Documents tab.

Editing Briefs

Once a Brief has been created, its name, sections, and section order can be edited. The Brief can also be deleted.

To edit a Brief:

1. Select the Documents tab in a Matter, then select Briefs Mode.
2. Select a Brief from the dropdown menu as needed, then select the Edit () icon.

3. In the window that opens, edit the Brief's Name or the Section Names, drag and drop sections, remove sections via the Delete () icon, or select New Section to add a section as needed. When all edits are made, select the Save button.
   
   Alternatively, to delete the entire Brief, select the Delete button.
   
   Please note, deleting a Brief will not delete the Documents associated with the Brief.