FAQ
How to allow external senders to a Matter group email?
Each Matter has its own email address. You can view the email address in the Matter's Dashboard in the "Matter Details" Tile. By default Microsoft doesn't allow external senders to group emails. To change that setting please follow these steps: ...
How do I set up Flat rate / Fixed Fee?
Click on the "+" sign in the upper right and choose "Add Time Entry" or in the Time Tracking Tab, choose "Add Activity" Select the Matter Choose exactly 1 hour for the Time Then, in the "Billing Rate", enter the monthly retainer or any other Fixed ...
How do I edit Activity Codes?
To edit the Activity Codes for your Matters go to Settings > Activity Codes: You can add new Activity Codes, and edit or delete the old ones.
How do I add a user to all matters?
You can choose to add a user to all matters. This option is available only for the tenant admin. You will find this option under Settings > Manage users: Select the User, the role they will have (Owner or Member), and to which matters you wish to ...
How do I add licenses?
To add Matter365 licenses click on the main Settings icon in the upper right-hand corner: Scroll down to the Billing portal: Once in the Billing portal click on your subscription plan name, then on Edit subscription, adjust the number of ...
How do I cancel my Matter365 subscription?
To cancel your Matter365 subscription go to Settings > Billing portal: Once in the Billing portal click on your Matter365 plan name and then click on Cancel Subscription:
Matter365 - Service Level Agreement
Matter365 – Service Level Agreement Commencing on the date that you (“Customer”) begin use of the Matter365 Application (the “Application”), Matter365 Inc. (“Matter365”) will provide Support Services and Service Credits (“Service Credits”) as ...
How do I sync My Tasks from Planner to my Calendar?
You can add the “My Tasks” from Planner to your Outlook to keep yourself on track. Go to “My Tasks” in Planner Select, the ellipse “…” next to Schedule at the top and then select ‘Add “My Tasks” to Outlook Calendar’. Follow the prompts to ...
How do I add an event to a Matter’s Calendar?
Each Matter has its own email address. You can view the email address in the Matter’s Dashboard in the “Matter Details” Tile. Clicking on the email will copy it to your clipboard. When you want to add an event to a Matter’s Calendar, you create ...
How to use the Outlook add-in?
In the desktop version of Outlook, the add-in can be accessed through the Quick Access Toolbar. For the add-in to show up you must select an email: In Outlook online, you can access the add-in while reading any of your emails, or while drafting a ...
How to install the Outlook add-in?
If you are an Office365 Administrator and you want to deploy the Matter365 add-in for all users check out this article: Add-in installation guide If your Office365 Administrator already deployed the Outlook add-in you can add it to your Outlook by ...
I'm not able to log in.
If you are a new user and you are unable to log in after signing up, please take a look at this article: Resolving the sign up issues Also, make sure to check if the Office365 account you are using to log in to Matter365 is the same one that you are ...
My timer stopped working what do I do?
If your timer has stopped working, try to reset it by clicking on the X button on the timer itself:
How do I edit time entries?
Go to the Time Tracking section in Matter365, find the time tracking you wish to change. You can also open the matter you are working on and go to the Time Tracking tab. Editing Activity (Time Tracking) You can the whole Activity by clicking on Edit ...
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 ...
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 ...
I'm trying to create a new Matter, but it won't save.
You must make sure that you populated all the fields appropriately. All the field marked with * must be populated for the new matter to be saved. See more about Creating a Matter here: Creating a Matter
How do I set default billing rates?
If you are Office 365 administrator in your organization, you can set a default billing rate for all the Matter365 users in your organization. Look at this article for a detailed guide: Default billing rates You can also set billing rates for ...
How do I grant access to other users?
As Office 365 administrator for your organization, you need to do one additional step to give your colleagues a license to Matter365. Go to the Main Settings (gear icon in top right corner of the Main Dashboard), select Licenses, and click Grant ...
How to check if I'm an Office365 admin?
This video shows how you can check the type of your Microsoft 365 license, and if you're a tenant administrator for your company's Microsoft 365. https://www.youtube.com/watch?v=deeTQ9MgQO8
How do I connect to QuickBooks?
Go to the Main Settings (gear icon in top right corner of the Main Dashboard) to access Matter365 application settings and choose QuickBooks Online integration. On this page, you will see a list of existing QuickBooks companies that are linked to ...
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 ...
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 ...
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 ...
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, ...