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 to templates library. What happened behind the scenes is that we created a new template group for you to store your favorite document templates in.
Go to templates library option
is available for all of the users from your company that have access to
Matter365.
If you click on the link, you will see a new SharePoint folder and
be able to fill it in with the templates that you most commonly use.
TemplateGroup on SharePoint
You can access your Document Templates from the Documents page in the left-hand side menu:
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).
While creating a new document, now you can use any of the templates you previously added:
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 ...
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 ...
For efficient task management, Matter365 utilizes Office 365 Planner app. On Matter creation, there will be a separate Plan created for that Matter, and all of the people working on it will be automatically added to it. For more info on what is ...
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 ...
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 ...