How do I delete a Matter?
To delete a Matter, you must “close” the Matter first.
On the Matter Dashboard, go to the matter click Settings and then “Close”.
When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the Matter by clicking on the trash bin in the matter row.
Deletion will also ask for your confirmation, and upon confirmation, all Matter files and Office 365 group will be permanently deleted and cannot be restored.
It's not possible to delete Matters with existing unpaid invoices. If there are unpaid invoices on a closed Matter, the delete button for them is disabled (grayed out).
How do I rename a Matter?
The Matter Name is NOT editable. The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. If it is a new Matter and you haven’t done a lot to it (in ...
On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...