How to Edit Existing Invoice
Adding New Users to NetDocuments with Single Sign-On via Azure
Introduction If your organisation uses Single Sign-On (SSO) via Microsoft Azure (Entra ID) to access NetDocuments, new users must be explicitly granted access in Azure before they can log in. Without this configuration, they may receive a sign-in ...
Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud
Introduction Role-based permissions in Matters.Cloud are designed to help administrators control user access to features and data across the system. This ensures users only have access to the information and actions necessary for their roles, helping ...
How to Reset Your Password in Matters.Cloud
Overview If you've forgotten your password or need to reset it for any reason, you can follow the steps outlined below to reset your password in Matters.Cloud. Resetting your password will allow you to regain access to your account. Steps to Reset ...
Understanding the Time Write Off Process
Introduction Matters.Cloud offers two primary methods for effectively managing the time write-off process, supporting accurate financial reporting and operational transparency. This guide outlines the available options for writing off time, along ...
Managing Dashboards in Matters.Cloud
Introduction Matters.Cloud dashboards are essential tools for visualising key data, tracking performance, and making informed decisions. Whether you're setting up a new dashboard, modifying an existing one, or customising it to fit your team's needs, ...
Managing User-Based Notifications
Introduction Matters.Cloud strives to provide users with seamless communication and ensure they stay informed about important updates, tasks, and events. By managing your notification settings, you can tailor your experience to receive only the ...
Default NetDocuments Workstation Config
See attached
Getting Started With Matters.Cloud
Introduction Welcome to Matters.Cloud, your all-in-one cloud-based solution for modern legal practice management. Whether you're managing a bustling law firm, a corporate legal department, or operating as an independent practitioner, Matters.Cloud is ...
Which Browsers Does Matters.Cloud Support?
Overview Matters.Cloud is designed to work with a variety of modern browsers on both desktop and mobile devices. Supported Browsers Brave Google Chrome (preferred) Microsoft Edge Mozilla Firefox Safari (version 14.0.3 or higher) Unsupported Browsers ...
Free 30-Day Trial: What You Need to Know
Introduction At Matters.Cloud, we offer a free 30-day trial so you can explore all the features and capabilities of our platform without any commitment. During this trial period, you have complete access to the system, allowing you to invite ...
Is Matters.Cloud A Cloud Based Application?
Answer Yes, you need an active internet connection to use Matters.Cloud.
Where Is My Data Stored?
Introduction Matters.Cloud prioritises data security and compliance, giving users the ability to select from one of six data regions to align with local data protection laws and regulations. This flexibility ensures that your data is stored and ...