Installation & Setup
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 ...
Installing Matters.Cloud As A Progressing Web App Using Google Chrome
Introduction Installing Matters.Cloud as a Progressive Web App (PWA) in Google Chrome lets you access the platform directly from your Windows Taskbar, offering a seamless experience akin to using a local desktop application. This guide will show you ...
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 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 ...
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: ...
Two-Factor Authentication Using iPhone
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 ...
Two-Factor Authentication Using Google 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 ...