Connect Your User Profile With Microsoft 365
Introduction
This guide provides a concise, step-by-step walkthrough to connect your Matters.Cloud account with Microsoft 365.
Instructions
- Login to Matters.Cloud
- Click on your name in the top right hand corner and select Edit user profile
- Select the 'Email' tab and click the Connect button for Microsoft 365 and follow the steps.
Related Articles
Related Articles
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 ...Two-Factor Authentication Using Microsoft Authenticator
Introduction Two factor authentication adds an additional layer of security to your Matters.Cloud account and Client data. When you enable two-factor authentication in Matters.Cloud, users will be required to log in with their email address, password ...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 ...Installing Matters.Cloud As A Progressing Web App Using Microsoft Edge
Overview Matters.Cloud can be installed as a Progressive Web App (PWA) using Microsoft Edge to allow users to easily access the system from their Windows Taskbar using a dedicated window similar to local desktop applications. Steps To Install Step 1: ...Document Automation: Getting Started
Overview Matters.Cloud includes a document automation engine that allows you to quickly and easily generate document based on pre-defined Microsoft Word Templates. Whether you need to create contracts, legal documents, or other types of business ...