What is a Link? A link is an auto generated address that when selected will take someone directly to the document the link is for, within the MatterSphere Document Management System. A link can be inserted into an email for others to access. How is this beneficial? Amends can be made by several people to…
How to get draft documents and correspondence authorised Remove the need to print, amend, retype and re-print by using 3E MatterSphere’s Send to Authorise function. What is Send to Authorise Send to authorise allows users to send automatic emails to the Fee Earner they work for containing a link to view documents and then to…
Would you like to: Increase productivity? Reduce duplicate data? Improve data quality? Raise user confidence? Fusion can help! Did you know we provide training in all areas of MatterSphere provided by MatterSphere specialist trainers. Training is designed to fit your firms needs and any bespoke configurations your system may have. We provide focused bespoke…
PDF Bundler is an add-in within MatterSphere. It allows you to select multiple documents from your MatterSphere documents and create a single bundle for them. It will also generate an index within the bundle if you wish and paginate. There is the ability to email the bundle and also save it directly to your documents…
Have icons/tools disappeared from your MS Office Toolbar? If the item you are missing is an add-in i.e. not part of basic MS Office functionality then you may be able to resolve the issue as follows: Check for Disabled Items Disabled items can occur if the application you are working in encounters an error, it…
My matter has disappeared! You cant see the matter you are looking for in any of the Matter Search screens and it is not displaying in a search. Has it been closed? If the matter has been marked as closed it will have been removed from all live lists therefore search screens will not by…
Precedent hasn’t launched? You were performing a task or creating a matter etc and expected documents to launch either during or following the process, but it doesn’t seem to be launching. Firstly there may not be a need to re-run the process the documents may be sat in a queue. Check Check the Job lists…
Continue Editing after Save What happens when you select the default MatterSphere Save option will depend entirely on how your own firm have set it up to perform for example: Scenario 1 – Clicking Save produces the Save wizard and will require you to click finish which then closes the document. (This options allows you to…
There are lots of occasions with MatterSphere we get asked: Can I do………. How do I ……….. Is there a quick way to ………… In a lot of these instances we can answer these questions easily and sometimes the answers are not obvious and are a case of “if you know you know!!!” Below are just…
Add Common MatterSphere Buttons to Quick Access Toolbar There are many MatterSphere buttons that you can add to your Quick Access Toolbar to help you perform common tasks quickly. YOu can add any button you want but we would recommend limiting the number you add to the Quick Access Toolbar otherwise it will become unusable.…