Document Management
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:
1. Click on OneDrive link from Matter Dashboard –
This will open Matter documents in OneDrive in a separate browser tab
2. Click on Documents menu item on Matter dashboard, or go to Documents link on Matter dashboard – this will open Matter documents inside of Matter365 app.
In both cases, you can add, open, edit, or delete documents from the page you’re on.
You can create new documents by using a New button or upload them by using drag and drop.
File names can be 400 characters long. Microsoft has some file name restrictions, you can use some special characters like ( ) $.
You can see the full list of character constraints here: https://app.matter365.com/OfficeConstraints
3. Click on the Documents item, on Matter365 left hand side main menu
This option will initially show all documents grouped by matters, and there is a robust search engine available so you can easily find exactly what you’re looking for.
Search engine on this page will look into Matter names, Client names, document names and text inside of the documents.
In-document text search works for Office documents, PDFs, and even pictures (reference from Microsoft on image search).
Please note that there will be some time between creation of a document and the time when it will appear in search results.
Microsoft doesn’t offer a precise answer in their documentation on what time that is.
In our experience, newly uploaded documents usually get indexed in a time frame of 30 minutes.
Searching on this page will provide results grouped by Matters.
Clicking on a single document in search results will instantly open the selected document.
To read more on how to select a default Office documents opening option, see this article: Document Settings
Clicking on a Matter name will open a page similar to the one you can access from Matter dashboard.
Search on this page will also search for text inside of the documents.
Document options
Selecting a single document will provide a new menu with options related to that document such as:
- Download
- Delete
- Move to folder
- Copy to folder
- Rename
- Version history
If the selected document can be opened with Microsoft Office applications (Word, Excel, PowerPoint, OneNote), there will be two more options present:
- Open (in desktop application)
- Open Online (in web version of the application
More on choosing Office documents default opening option, here: Document Settings
Filtering documents
On both Matter documents pages (accessed from Matter dashboard, or accessed from Documents menu item on Matter365 left hand side main menu) it is possible to filter documents by different criteria:
- Document type
- Document author
- Last user to modify a document
- Document tags
Tagging documents
On both Matter documents pages (accessed from Matter dashboard, or accessed from Documents menu item on Matter365 left hand side main menu) it is possible to tag documents with custom created tags.
On a plus button you can add a new tag. All tag names you used before, on other documents in other Matters, will be offered here as well, or, if you want to use a tag you’ve never used before, just enter a name for it and press enter.
Syncing documents with your desktop
To sync your Matter documents with your desktop, you need to open a Matter documents page and click the Sync button.
A folder will be created for your firm in your desktop OneDrive, and sub-folders will be created for each matter that you sync.
After syncing a matter, all future changes online will reflect on your desktop versions of the documents and vice versa.
In order for sync to happen, connection to the Internet is required. if you don't have it at the moment, sync will occur when the Internet connection is back.
Stop syncing a folder in OneDrive
When you are done working on a Matter and you want to remove that Matter folder from your PC/MAC but keep it on OneDrive Online do the following:
For Windows:
1. Select the white or blue OneDrive cloud icon
in the Windows taskbar notification area.
Note: You might need
to select the Show hidden icons arrow next to the notification area to see the OneDrive icon.
2. Select
Help & Settings and then click Settings.
3. Select the Account tab, and
select Choose folders.
4. In the Sync your OneDrive files to this PC dialog box, uncheck any folders you don't want to sync to your computer and select OK.
Note: You cannot add
non-OneDrive folders (such as C: and D:).
Notes:
- If you uncheck a
folder you are syncing to your computer, the folder will be removed from your
computer. The folder and its contents will still be available online.
- The sync settings you
choose are unique to each computer unless you're syncing everything everywhere.
Also, if you're choosing folders on two computers and you create a new folder
on computer A that you want to sync to computer B, you'll need to go to
computer B and select the new folder there.
For MAC:
1. Select the OneDrive cloud icon in the Mac
taskbar notification area.
2. Select
Help & Settings and then click Preferences.
3. Select the Account tab, and
select Choose folders.
4.In the Sync files from your OneDrive dialog box,
uncheck any folders you don't want to sync to your computer and select OK
Note: You cannot add
non-OneDrive folders (such as C: and D:)
Notes:
- If you uncheck a
folder you are syncing to your computer, the folder will be removed from your
computer. The folder and its contents will still be available online.
- The sync settings you
choose are unique to each computer unless you're syncing everything everywhere.
Also, if you're choosing folders on two computers and you create a new folder
on computer A that you want to sync to computer B, you'll need to go to
computer B and select the new folder there.
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