Updating Matters.Cloud for Microsoft Outlook
Introduction The Matters.Cloud Outlook add-in is designed to update automatically for most new features, however in certain situations where a major new feature is released that creates a new entry point (button / menu item) within Outlook, the ...
How Do I Close A Matter?
Step 1: Open Matter Open the Matter you wish to close by clicking on Matters from the left hand menu and clicking on the Matter name. Step 2: Edit Matter Edit the Matter by clicking on the Edit button located on the top left of the Matter profile ...
Installing Matters.Cloud for Microsoft Outlook
Introduction The Matters.Cloud Outlook add-in provides an easy way for users to save their emails to Matters.Cloud directly within Outlook and to (optionally) record time as part of the process. In this article, we will guide you on how to install ...
Dashboards: Tile List
Introduction Matters.Cloud includes the ability to create tailored dashboards that provide real-time data and insights into various aspects of your practice. In this knowledge base article, we provide a comprehensive list of the tiles available for ...
NetDocuments: What Data Fields Do You Sync?
Overview The following data is included within the integration: Data Fields: Clients The following data is exported to NetDocuments: client.client_code client.client_key client.name (contact = first name + last name, organization = name) ...