Document and Email Settings

Document and Email Settings

You can choose the default behavior for opening all Office documents in Matter365 and actions that will happen while you're storing an email in Outlook.
To do that, go to Matter365 app settings and select Document and Email settings.
Matter365 application settings
You can select either Web client or Desktop client as your default option for opening documents, and for "Store email" functionality, you can choose to save .eml file in OneDrive, or just forward the email to the group inbox of the Matter you select.
Settings you can choose regarding default application client and store email behavior
If you’re using Web client, make sure you allow pop-ups in your browser, since documents will always open in a new tab of your browser.
Example of blocked pop-ups in Google Chrome, and selecting an option to allow them:
Enabling pop-ups, in case they are disabled by default in your browser



    • Related Articles

    • Document Management

      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 ...
    • 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: ...
    • Outlook Add-in

      A significant portion of a lawyer’s time will be spent on email correspondence. In order to make tracking of that time more efficient, and to help manage attachments from emails and existing Matter files, we created the Matter365 add-in for Outlook. ...
    • Templates Management

      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 ...
    • Quick Start Guide

      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 ...