How do I create a contact folder in a contact tab?

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• How to add a new contact?

  Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”

• How do I edit an existing contact’s information?

  Steps to update the existing contact in the MatterSuite 1. Login to MatterSuite. 2. In the navigation bar, go to the "Contacts" tab. 3. Find the contact you want to update from the list. 4. Click the "Edit icon" next to the contact. 5. Update the ...

• 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.

• 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 ...

• How to create a custom document folder in matter module?

  1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to create a document folder. 3. Go to the Documents tab, and then click on "+Create Folder" present on the right-hand side. 4. Add a Folder Name and select a ...