MatterSphere (v7.2) – Changes to my Document are not Saving

Changes to my document are not Saving!

When you are in a document and notice that there are incorrect details that have been brought through the automatic fields, you cannot simply manually amend in the document because:

1. When you go to save/print the document will update the fields automatically and bring the original data back through so it will still be incorrect
2. You need to update the information so that it will be correct when anyone else needs to use that Associate.
3. You need to make a decision on whether the amended detail is just relevant for that Associate on that matter or whether it is relevant to change the Contact detail.

Update Associate Information

This will update the details relevant to the Associate but only in relation to that matter.  No central Contact record information will be updated.  Examples of data this applies to is Addressee, Salutation, Heading & reference.

• Click on Current Document Tab >  Current Associate Info icon
• Change the necessary details on the Associate Details screen
• Click Save & OK to complete

 

Update Contact Information

Updating Contact Information will affect the details relevant to that particular contact across all matters they may be associated with.  Examples of data this applies to is Name and Address information, Email Addresses & telephone numbers

• Click on Current Document Tab > Current Associate Info icon
• Select Edit Contact

REMEMBER – you must only edit the contact information for detail that is relevant to the Contact across any matter that they may be associated with and not just the one you are working on.

 

• On the Contact Record change the relevant detail
• Click Finish > Click OK

 

Updating Letter/Document

You will see an information box appear please click on yes this will update the fields in the document

All information is now updated in this letter and for future in this matter and contact record.

NOTE:   If the information box does not appear select the Re-Link Fields Icon

 

Further Information

See the attached Guides and Video for further instruction also training on any element of MatterSphere is available, please contact [email protected] to discuss your requirements.

Guide – MatterSphere – Update Associate info (Hints & Tips)

Triage – Mattersphere – Update Associate Info (Hints & Tips)