Overview Matters are to be used to represent a case, legal matter or project. Essentially they represent the work being undertaken on behalf of the client. Each matter belongs to a client record and is automatically assigned a unique matter code. ...
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) ...
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record. Step 1 - Navigate To Matters List Select Matters > All matters and locate the Assign button: Step 2 - Assign Matters Select the new User to assign ...
Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...
Overview The following section uses the notation«=client.name»to refer to Word MailMerge fields which are available to be included as part of templates uploaded to Matters.Cloud Fields: Document The following merge fields are available for the ...