Using Filters on Documents in a Matter There are several inbuilt filters that you can use in from the Documents screen within your individual matters. Change the Search Types to Documents Search for Matter Filter Types Click on the drop down lists in order to choose what to filter against Description field is free…
Using Sort in Documents on a Matter Sorting your document screen by the field headings will allow matching types of information to be grouped together for ease of finding also to display more recent documents at the top/bottom Ways to Sort: By Document Description or Associate This will sort all your documents or Associates alphabetically…
Using Quick Search on Documents in a Matter This is the first in a short series of tips on how to find documents quickly and efficiently Are documents on your matter hard to find? Are there too many to scroll through? Quick search will allow you to use identifying text from various document fields Within…
Matter changes to my document are not Saving! When you are in a document and notice that there are incorrect details that have been brought through the automatic fields, you cannot simply manually amend in the document because: When you go to save/print the document will update the fields automatically and bring the original data back through…
Client changes to my document are not Saving! When you are in a document and notice that there are incorrect details that have been brought through the automatic fields, you cannot simply manually amend in the document because: When you go to save/print the document will update the fields automatically and bring the original data back through…
What is Compare Compare Documents is a tool that allows you to compare one document against another by creating a new document containing track changes. This allows you to view all or any changes that you may not know about, without having to alter any previous documents. What can I compare? Documents with a specific version…
MatterSphere will allow you to copy an existing Associate or all Associates from one matter to another matter for the same Client. How is this beneficial? Not having to search for the same contact again Reproducing Associate lists quickly between Client Matters Will recognise if the Associate already exists on the matter. Restrictions Associate detail is…
Things not working correctly in Mattersphere? There are some common issues that can occur that you can fix yourself with relative ease. If you are unsure what the issue is please try the following steps before contacting IT Support as these may resolve the problem and ultimately save you time. Unexplained Issues – Clear the Cache BE…
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…
Changes to my document are not Saving! When you are in a document and notice that there are incorrect details that have been brought through the automatic fields, you cannot simply manually amend in the document because: When you go to save/print the document will update the fields automatically and bring the original data back through so…