On the Documents tab at Matter level you can filter the document list to show only those documents that have been received (or sent). The Inward icon will filter the Document list to show only those documents that have been received. The Outward icon will filter the Document list to show only those documents that have been sent. The In/Out icon…Details
Microsoft’s Office suite for iPad, iPhone, and Android is now free. In a surprise move, the software giant is shaking up its mobile Office strategy to keep consumers hooked to Word, Excel, and PowerPoint documents. Starting today, you’ll no longer need an Office 365 subscription to edit documents or store them in the cloud.…Details
If you use drawing objects in Word or PowerPoint and draw lines it may look like the line is straight on screen but when you print the document you’ll realise that it isn’t straight at all. Try holding the SHIFT key down whilst dragging to draw the line and it will be perfectly straight.
Have you ever typed something in Word and realised it’s all in CAPITALS. If you’ve done this you’ll be relieved to know that you can undo it without having to type all your text in again. Select the text that’s in the wrong case and press SHIFT+F3 on your keyboard. Each time you press SHIFT+F3…Details
When sending attachments in emails the method you pick will depend on whether the document is already stored in MatterSphere. If you want to attach a MatterSphere document, click the Create option and select To Associate. After selecting the Associate and clicking Proceed, click the Current Document ribbon. Click the Insert icon and then select…Details
The Information Bar is the area on the left hand side of the screen that contains information about the record you are viewing and also lists any actions that can be carried out for the selected tab. If you prefer not to see the Information Bar, you can close it by clicking the Info Bar…Details
After connecting to MatterSphere, click the File menu and choose Open. An OMS Document Dialog box will be displayed, which will display the last 50 documents that you saved to MatterSphere.
Select a document from the list and click OK to open it.
If you need to create an Email that’s not related to a Matter you don’t need to disconnect from MatterSphere to do this. In Outlook, click the New Email button on the toolbar. Create your email as normal and click the Send button. An email will be created that will appear in your Sent items…Details
If you realise that you’ve saved a document with the wrong file name you can change it quickly on the Documents tab in MatterSphere. Select the document that you want to change and click the Properties icon at the top of the screen. You will be able to change the Document Description and the Wallet…Details
Windows Explorer can be used to save any file type to MatterSphere. Open Windows Explorer and right click any document that you want to save to MatterSphere. If the document has previously been saved to MatterSphere click the Save option – the Save wizard will be displayed. If the document has not previously been saved…Details