Changes are always and have always been tracked in Microsoft Word, this means that anyone who opens a document in which changes have not been accepted will be able to see the changes. Emailing documents without showing the changes If a user has decided to use the Track Changes feature and you need to make…Details
When searching for a Client it’s important to enter a minimum amount of search criteria. This will give you a better chance of finding a Client regardless of how the name was entered. Click the Client Information icon on the Matter Centre toolbar, the last Client that you looked at will be displayed. Click the Find button.…Details
For the majority of Clients all Contacts will be created when the Client itself is created but you may need to add additional Contacts to a Corporate client. This guide will cover the process of creating new Contacts for all Clients but shows the screens associated with a Corporate client. Click the Client Information icon…Details
Anyone that you need to communicate with in relation to a Matter is stored as an Associate. Associates usually already exist in the system as Contacts who are then linked to Matters in a particular format e.g. Estate Agent. One Contact may be linked to more than one Matter in different formats for example they…Details
There are many different ways to search for a Client/ Matter, searches can be carried out by using Contact Manager or by searching with the Client Information or Matter Information screens. Contact Manager To search for a Contact, select Contact in the Search For field. Enter part of the name in the Contact Name field…Details
A Matter can be created at the same time as the new Client or can be added as a new Matter for an existing Client. If you’re adding a Matter at the same time as creating the Client, click Yes when you see the following message. If you’re adding a new Matter to an existing…Details
When creating a new Client it’s important to check whether the Client already exists in MatterSphere. Although this may be a new record for this Client, the Client may already exist as a Contact in relation to another Matter. For example, a joint Client record may have been set up for Mr & Mrs Smith…Details
When a precedent is selected it can be generated immediately or if you have a number to create you can add them to the job list. Open Precedent Manager by clicking the Precedent Manager icon on the Matter Centre toolbar. Select the first precedent that you want by clicking on it to select it…Details
The list of Favourites in Internet Explorer can be organised by using the keyboard shortcut of CTRL+B when in Internet Explorer. The Organise Favourites box will be displayed. If you want to change the position of a Favourite, click and drag it to a new position. The buttons at the bottom of the dialog box…Details
When viewing a website you can scroll through the pages really quickly by using the Spacebar.
Press the Spacebar to move down the page one screen at a time.
Press SHIFT+Spacebar to scroll up the page one screen at a time.