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Set default versioning against precedent templates This will allow each document that is produced by that precedent to have its own unique default versioning levels. Benefits: Individual settings on precedents will take precedence over system wide settings Can be applied to default templates too Allows for greater control over differing document requirements. Case Study Example:…
Do you ever want to just save your documents regularly but MatterSphere displays the Save Wizard every time? A simple keyboard shortcut can help. CTRL + ALT + S If your MatterSphere system is configured so that whenever you click Save, Save As or CTRL + S you are prompted with the Save Wizard then…
In MatterSphere we tend to focus on the Matter information and the Matter Associates whose information can be found on the Contact Record. Most people don’t ever view or access the Client record as specific personal information is not stored there, however there are a couple of areas that can be a useful source of…
Anyone who uses MatterSphere knows you utilise your Contact records to do the following: store address and contact information use on a specific matter as a matter Associate use the details to create documents Did you also know that the Contact Record stores and records other information and information that you can utilise in other…
What is a Link? A link is an auto generated address that when selected will take someone directly to the document the link is for, within the MatterSphere Document Management System. A link can be inserted into an email for others to access. How is this beneficial? Amends can be made by several people to…
How to get draft documents and correspondence authorised Remove the need to print, amend, retype and re-print by using 3E MatterSphere’s Send to Authorise function. What is Send to Authorise Send to authorise allows users to send automatic emails to the Fee Earner they work for containing a link to view documents and then to…
Would you like to: Increase productivity? Reduce duplicate data? Improve data quality? Raise user confidence? Fusion can help! Did you know we provide training in all areas of MatterSphere provided by MatterSphere specialist trainers. Training is designed to fit your firms needs and any bespoke configurations your system may have. We provide focused bespoke…
PDF Bundler is an add-in within MatterSphere. It allows you to select multiple documents from your MatterSphere documents and create a single bundle for them. It will also generate an index within the bundle if you wish and paginate. There is the ability to email the bundle and also save it directly to your documents…
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…
My matter has disappeared! You cant see the matter you are looking for in any of the Matter Search screens and it is not displaying in a search. Has it been closed? If the matter has been marked as closed it will have been removed from all live lists therefore search screens will not by…
