March 2021 Update

March 2021 Update


  1. Creation date column in Document pages
    1. We implemented Date created column in Matter365 Document pages:

  1. Matter names in Time Tracking and Expenses pages are now clickable links 
    1. You now have a direct link to your Matters from Time Tracking and Expenses pages.
    2. If you have permission to see other people's Time Trackings and Expenses, but you are not a member of the Matter, that Matter link won't be clickable. 

  1. Matter description improvement
    1. We made improvements on how you can access and see a Matter description. You can access it from the Matters list by right-clicking on a Matter and then click on Description. Once you click on Description you will see a pop-up window with your Matter description. You can also see the description from the Matter page, click on Show all Matter Details, and then click on Show more under Description in the right-hand side menu. 
  1. Document Templates page
    1. We created Document Templates page under Documents:
    2. You can manage and open your Documents Templates from this page. You have options to upload/download, move, copy, delete and rename the template files. Documents will be opened in the default application client you have chosen (Web or Desktop).
    3. When creating a new document you will have an option to choose a template from your Document Templates :

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