Precedent hasn’t launched? You were performing a task or creating a matter etc and expected documents to launch either during or following the process, but it doesn’t seem to be launching. Firstly there may not be a need to re-run the process the documents may be sat in a queue. Check Check the Job lists…
Continue Editing after Save What happens when you select the default MatterSphere Save option will depend entirely on how your own firm have set it up to perform for example: Scenario 1 – Clicking Save produces the Save wizard and will require you to click finish which then closes the document. (This options allows you to…
There are lots of occasions with MatterSphere we get asked: Can I do………. How do I ……….. Is there a quick way to ………… In a lot of these instances we can answer these questions easily and sometimes the answers are not obvious and are a case of “if you know you know!!!” Below are just…
Add Common MatterSphere Buttons to Quick Access Toolbar There are many MatterSphere buttons that you can add to your Quick Access Toolbar to help you perform common tasks quickly. YOu can add any button you want but we would recommend limiting the number you add to the Quick Access Toolbar otherwise it will become unusable.…
There may be occasions when using MatterSphere that you encounter error messages. These can be confusing and you will usually end up calling your IT support team. Below are some common errors that you can either try to fix yourself or which we can give guidance on what your next steps should be. In short…
MatterSphere is great at reducing the amount of steps you have to take to perform certain tasks and also utilise existing information without having to reproduce it. In this example we will create a letter template that when produced will recall already entered appointment details or prompt you to generate an appointment and then insert…
Appointments are a built in feature within MatterSphere that a lot of people do not utilise. Alongside being able to view upcoming tasks etc. you can also enter and track upcoming appointments. Appointments can be added on an ad hoc basis or via the workflow (if this has been built in). By utilising Appointments in…
Have you been tasked with managing Precedents? Need to amend templates but not sure how? Want to create Word and Email precedents in MatterSphere? You do not have to be a developer to manage and create standard precedent documents. Introduction to Precedent Manager can provide you with the skills to produce, manage and maintain your…
How can I create my own tasks and how can I complete the ones I have? There are different ways to complete your tasks, depending on which screen you are in and what the task is. There are also several different task types you can create. View Tasks from: Command Centre > Tasks Matter >…
MatterSphere has the ability to display all your tasks in one place and also in different places depending on the type of task. It will also give you the option to be able to add, edit, delete, assign and unassign to give you full control over your tasks and ultimately your matters. We will cover…