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.
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How to upload a document to an event.
Open your MatterSuite calendar. Click the event. Select Add attachment/Upload file. Choose your file. Save the event.How to Send a Document for E-Signature (Electronic Signature)
1 Go to the Document section. 2 Click the File only and select the PDF. 3 Click the E-Sign icon 4 Select Recipients for Document Signing and proceed for the signature. Refer to the image belowHow to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...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 can I see new record transactions?
In the navigation bar, select the Accounts tab. Select the account for which you want to view the new transaction record. Go to the Transactions. You can see all the transactions. Refer to the image below