MatterSuite | Documents | Knowledge Base
Documents
How to create a new folder in Document module?
Go to the Document section. 2. Click on Create Folder. 3. Select the document category and folder name. 4. Click the Save button.
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.
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 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 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 below