How can I create a document using a template?
Go to the Documents tab.
Click Create From Template.
Select your template from the list and confirm.
Save the document with a name.
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How to share documents with the client
Open MatterSuite and go to the Documents section. Click Files Only and choose the document you want to share. Click the three dots next to the file and select Share. Pick your client from the list and click Save.Where can I find documents that others have shared with me?
Go to the Documents tab. Click Shared With Me at the top. You will see all shared documents.How do I search for a document?
Go to the Documents tab. Click the Search bar on the right side. Type the document name. The matching files will appear.How to create a new folder?
Go to the Document section. 2. Click on Create Folder. 3. Select the document category and folder name. 4. Click the Save button.How to create a custom document folder in MatterSuite?
Yes, you can create a custom Folder. 1. Go to the Documents tab. 2. Click on the Create Folder button. 3 - A window will open. Fill in the Folder Name, select the Document Category, and click the Save button. A new custom document folder will be ...