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…
maatdeskadminAccounts 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…
Schedules module Overview
In this guide, you will understand how the Schedules window works while learning how to interact with all of its elements. Table of contents Structure of the Schedules window Window toolbar Today button Previous and Next arrows Refresh button Owner checkbox Print button Add Event button Layout selector Expand/Collapse button Main block of the Schedules…
Managing Practice Areas
In this guide, you will learn how to manage custom forms for each practice area to extend Matter Forms, so custom fields will be part of the data required to fill in the matter information. It is recommended, but not required, that: As a prerequisite, you have defined the layout of the form and the…
Structure of the Request Details window
This guide explains all the elements involved in a request. Through this guide, you will learn the basic concepts of the Request Details window, what elements make it up, and what actions you can perform from this window. Table of contents Structure of the Request Details window Request header Request number Action buttons Status or…
Request status Overview
Each request in Maatdesk can switch between its possible states (where each state has a meaning) once certain conditions are met or depending on the user’s decision, in turn allowing certain actions to be taken or not. This guide provides an explanation of each of the statuses of any request, what to do, and what…