Task lists in MatterSphere can be overwhelming, understanding what all the information means and using sorting/filtering can help you manage both tasks and your time more effectively. Tasks in Command Centre The tasks shown in Command Centre are all searchable and can be shown using different filters i.e. by User Name, Task Type etc. They…
There is now an easy to use GDPR Module available for all 3E MatterSphere systems from version 6.3 onwards. This will allow you to remove Contacts from all related areas should the contact request this. The removal of the Contact entries can only be done by an Administrator with appropriate permissions, however these can be…
Although there is existing functionality within MatterSphere to produce Key dates and a set a reminder tasks, some firms can find these cumbersome to use and a little restrictive. With this in mind Fusion have developed an Enhanced Key Dates package that will simply enter one key date entry but also send multiple e-mail reminders…
Here at Fusion we have recently launched an Online Booking form for MatterSphere Induction courses for all your new staff. We want to ensure that not only do your new starters benefit from comprehensive MatterSphere training, delivered by MatterSphere Experts, but that we provide easy access to this training for all MatterSphere clients. As MatterSphere…
Fusion are very excited to be providing additional functionality for the Client Portal provided by Thomson Reuters. The portal allows individuals to be able to login, from anywhere using any device, and view the progress of their matter via the modern looking and feature packed portal. They can exchange messages with the solicitor in question,…
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…
Searching for Documents In the final blog of this series on finding documents quickly we continue to look at document searching by utilising Filters Search DMS To access a full document search: From within MS Word select the Home Tab Click the drop down list on View Click on Open Document Direction Filters A…
Fusion are offering two single-day intensive training sessions for key staff who are responsible for maintaining and/or creating company templates in MatterSphere. The Introduction Course is for staff members who are new to Precedent Creation. Click here for Course Outline – MatterSphere Precedent Manager Introduction The Advanced Course is for extending and refreshing skills…
Searching for Documents In this blog we continue to look at document searching by utilising search types Search DMS To access a full document search: From within MS Word select the Home Tab Click the drop down list on View Click on Open Document Search Types Current Client Will look at the current client…
Searching for Documents Ever worked on a particular document but then cant remember what matter or client it was for? So far in this series of tips we have looked at ways to find a document on a particular matter only. In the this and the following blogs we are going to look at trying to find a…