Getting started with Matters
In this tutorial, you will learn the basics of working with Matters and gather the information you need for effective matter lifecycle management. Table of contents Creating a Matter Main information Billing preferences Hourly rate Flat Fee Contingency Fee Monthly/Retainer Fee Custom forms Editing a Matter Deleting a Matter Creating a Matter To create a…
maatdeskadminManaging Document Templates
In this guide, you will learn how to upload and manage templates to generate frequently used documents. Table of contents Accessing the Document Templates window Uploading a Template Actions with Templates Edit Preview Download Delete Accessing the Document Templates window To access the Document Templates window: Click the Settings () link on the left side…
Managing Merchants
This guide provides the information you need to configure payment gateways to receive payments made from a Client Portal. Table of contents Accessing the Merchants tab Adding a Merchant Fields for a USAePay merchant Editing a Merchant Changing USAePay access keys Deleting a Merchant Accessing the Merchants tab To access the Merchants tab: Click the…
Requests module Overview
Through this guide you will learn the basics of the Requests window explaining its main elements and what actions you can perform from the window. Table of content Composition of the Requests window Structure of the Request table Composition of the Requests window To access the Requests window, simply click the Requests ( ) link…
Tasks module Overview
Through this guide, you will learn the basics of the Tasks window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Tasks window Structure of the Task table Composition of the Tasks window To access the Tasks window, simply click the Tasks () link on the…
Accounts module Overview
Through this guide, you will learn the basics of the Accounts and Transactions windows, an explanation of their main elements, and what actions you can perform from each one. Table of contents Composition of the Accounts window Structure of the Bank Accounts table Composition of the Transactions window Composition of the Accounts window To access…
Contacts module Overview
Through this guide, you will learn the basics of the Contacts window, an explanation of its main elements, and what actions you can perform from this window. Table of contents Composition of the Contacts window Structure of the Contact table Composition of the Contacts window To access the Contacts window, simply click the Contacts ()…
Editing your Profile
Maatdesk allows you to edit your user profile to, for example, configure your electronic signature, change your password or edit your basic information when necessary. In this guide, you will learn the basic steps to working with your Profile in Maatdesk. Table of contents Accessing your Profile Uploading or changing your profile picture Editing your…
Getting started with Maatdesk accounts
This guide provides an explanation of the first steps to follow in Maatdesk. You will learn how to create a tenant for a firm, accept an invitation to access Maatdesk, reset your password, or use unique credentials for the different tenants you may have access to. Table of contents Creating a Tenant Accepting an invitation…