Have icons/tools disappeared from your MS Office Toolbar? If the item you are missing is an add-in i.e. not part of basic MS Office functionality then you may be able to resolve the issue as follows: Check for Disabled Items Disabled items can occur if the application you are working in encounters an error, it…
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Searching for Documents In the final blog of this series on finding documents quickly we continue to look at document searching by utilising Filters Search DMS To access a full document search: From within MS Word select the Home Tab Click the drop down list on View Click on Open Document Direction Filters A…
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Fusion hosted their second GDPR seminar in conjunction with Ramsdens Solicitors and Viden Consulting to help clarify the GDPR legislation changes and, importantly, the impact it will have on businesses.
Fusion are offering two single-day intensive training sessions for key staff who are responsible for maintaining and/or creating company templates in MatterSphere. The Introduction Course is for staff members who are new to Precedent Creation. Click here for Course Outline – MatterSphere Precedent Manager Introduction The Advanced Course is for extending and refreshing skills…
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Searching for Documents In this blog we continue to look at document searching by utilising search types Search DMS To access a full document search: From within MS Word select the Home Tab Click the drop down list on View Click on Open Document Search Types Current Client Will look at the current client…
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Searching for Documents Ever worked on a particular document but then cant remember what matter or client it was for? So far in this series of tips we have looked at ways to find a document on a particular matter only. In the this and the following blogs we are going to look at trying to find a…
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Any business will tell you when it comes to IT, they want technology that “just works”.
Using Filters on Documents in a Matter There are several inbuilt filters that you can use in from the Documents screen within your individual matters. Change the Search Types to Documents Search for Matter Filter Types Click on the drop down lists in order to choose what to filter against Description field is free…
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Businesses face many challenges in preparing for the GDPR before it comes into force in May 2018. It is important that they understand their current state and the steps necessary to move toward compliance with the GDPR.
Using Sort in Documents on a Matter Sorting your document screen by the field headings will allow matching types of information to be grouped together for ease of finding also to display more recent documents at the top/bottom Ways to Sort: By Document Description or Associate This will sort all your documents or Associates alphabetically…
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