How does the folder structure work in MatterSuite?
When a Contact is created a folder is automatically created with the client's name. Similarly when a Matter is created a folder is automatically created with client's name followed by the matter's name inside the client's folder.
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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? - MatterSuite
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 ...
How do I create a contact folder in a contact tab?
When a Contact is created a folder is automatically created with the client's name.
How can I check my Contact’s matter?
Following are the steps for checking the Contact's matter in MatterSuite's Contact Management feature. 1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you wish to check the Matters. Under Contact’s Matter, you can see the ...
How do I edit details in Matter?
Following are the steps for editing details in Matter in MatterSuite's Matter Management feature: 1. Click on the Matters tab present on the nap bar. 2. Select the matter which you want to edit. 3. Click in the edit option at the right-hand corner of ...