How do I upload documents to Matters?
To upload a document, go to Document tab in your Matter.
You can upload documents by clicking Upload and choosing which file to upload, or you can click Go to OneDrive document library and drag and drop files there.
Here are some articles that you will find helpful:
Migrate your Documents to OneDrive The steps to migrate your document to OneDrive will depend on how you are storing your documents now. If you have a shared drive where all Matter data is stored, the process will be rather straightforward, and the ...
Matters can be imported to Matter365 by filling in the sample Excel file with Matter information. Some of the details that will be required for creating new Matters are client name, Matter type and Matter source. Make sure to already have that data ...
How do I add clients and related Contact to Matters?
To add clients or related Contacts to Matters, when on the Matter’s Dashboard, click on Settings -> Edit Once you are on the Settings page click “Edit” in the Contacts section. Edit Matter Contacts window will pop up. Click on the “Add ...
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 ...
March 2021 Update
29.3.2021 Creation date column in Document pages We implemented Date created column in Matter365 Document pages: Matter names in Time Tracking and Expenses pages are now clickable links You now have a direct link to your Matters from Time Tracking ...