How can I download a particular file?
1. Click on the Matters tab present on the nap bar.
2. Select a matter in which you want to download a particular file.
3. Click on the three dots on the list of the files that you want to download, under the Documents tab.
4. Click on “Download”.
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Can I download or export ledger data from MatterSuite?
Click the Download (Cloud icon) at the top-right. This allows you to export ledger data for accounting review or bookkeeping.How to Export Matters to Excel in MatterSuite?
Go to your MatterSuite Dashboard. Click on the Matters section. Click the Export Matters icon located in the top-right corner. Select the matters you’d like to export. Your data will be automatically downloaded as an Excel sheet. Refer to the image ...How do I upload a new document into MatterSuite?
Go to the Documents tab. Click Upload Files. Choose the file from your computer. Click Open, and the file will upload.How do I export tasks in MatterSuite?
Go to the Tasks section. Locate and click the Export icon or Export Tasks option. Choose export settings (if available), such as: Click Export or Download. Refer to the image belowHow can I search/filter a particular task under contacts?
1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you want to search/filter a particular task. 3 - Under Tasks tab you can type in search bar.