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.
A lot of special characters that are used in Legal documents can’t be inserted by using the keyboard, however you can find a number of these characters by clicking the Symbol icon on the Insert tab. When the drop down arrow is clicked a list of the more common symbols will be displayed. To insert one of these, position…Details
When Word gets to the end of the current line and can’t fit any more of the text you’re typing onto that line it will move the remaining text onto the following line. However, there may be occasions when you need to keep words together on the same line – to do this press CTRL+SHIFT+SPACE between…Details
When Outlook opens it’s normally the Inbox that’s displayed but you can change this to be any folder such as Tasks or Calendar. Click the File tab and click Options on the left hand side of the screen. In the Outlook start and exit section, click the Browse button next to Start Outlook in this…Details
Click the Settings icon and choose the Mail, Contacts, Calendars option – select Signature. Press Clear to remove the default ‘Sent from my iPad’ signature and if you want to enter the text that you want to appear instead. When finished press the Home button. Any email that you create on your iPad will now…Details