You have to be a 'Repository Administrator' to perform this function in NetDocuments
This article assumes you have already created a 'workspace template' in NetDocuments which is a required element.
To applhy the Workspace template, the same process applies for all matters, new and existing created by Actionstep
1 - Click on you name in the top left hand corner of NetDocuments
2 - Click on ADMIN to go to your Repository Admin page , now click on 'Define Profile Attributes'
3 - Click on Matters, then click on Edit
4 - Search for your matter you want to edit, then double click on the matter to perform your edit. (note changes here do not replicate back to Actionstep only in Netdocuments.)
5 - In the Type Field change this to the name of the template (ie Family etc - note this is case sensitive and assumes that the template has already been created previously)
6 - Go to the actual matter in NetDocuments web and refresh the workspace which then forces the system to look for the type column for that matter.
