Document and Email Settings
You can choose the default behavior for opening all Office
documents in Matter365 and actions that will happen while you're storing an email in Outlook.
To do that, go to Matter365 app settings and select Document and Email settings.
Matter365 application settings
You can select either Web client or Desktop client as your default option for opening documents, and for "Store email" functionality, you can choose to save .eml file in OneDrive, or just forward the email to the group inbox of the Matter you select.
Settings you can choose regarding default application client and store email behavior
If you’re using Web client, make sure you allow pop-ups in your browser, since documents will always open in a new tab of your browser.
Example of blocked pop-ups in Google Chrome, and selecting an option to allow them:
Enabling pop-ups, in case they are disabled by default in your browser
Matter365 offers a simple and intuitive way of creating and managing documents across different matters and sharing them between team members. Accessing documents You can access Matter documents in several ways: Different ways of accessing Matter ...
A significant portion of lawyer’s time will be spent on email correspondence. In order to make tracking of that time more efficient, and to help manage attachments from emails and existing Matter files, we created Matter365 add-in for Outlook. To ...
Quick Start Guide
Matter365 is designed to make your workday easier. Our goal is to enable you to spend less time on administrative tasks and more on billable activity or other priorities. The Matter365 platform is built on Microsoft 365 (formerly Office 365) and ...
In order to enable template management feature, Office365 admin for your company needs to navigate to Matter365 app settings and select Enable templates link. Matter365 app settings After doing so, in Matter365 app settings there is a new option: Go ...
Gravity Legal integration
Setting up a new Gravity Legal account You can sign up for Gravity Legal on this link. When you first log in, you will be placed in Settings - Payment Methods. Select the payment methods you would like to accept and click Continue. Complete the ...