System
Managing your Offices
In this guide, you will learn how to manage your firm’s offices so that they are included as part of any matter. Table of contents Accessing the Offices tab Creating an Office Editing an Office Deleting an Office Accessing the Offices tab Click the Settings () link on the left side panel. Click the Manage…
maatdeskadminManaging 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…
Managing Recycle Bin
In this guide, you will learn how to completely delete or restore items that Maatdesk does not allow to delete directly and instead sends them to the Trash. Table of contents Accessing the Recycle window Restoring an item Deleting an item permanently Accessing the Recycle Window To access the Recycle window: Click the Settings ()…
Managing your Firm
In this guide, you will learn how to configure your law firm information for use in Maatdesk. Please note that this is a necessary step and should be the first action to take after a tenant has been successfully created. Table of contents Accessing the Firm window Entering the Firm’s information Contact information Financial information…
Managing Groups, Roles and Job Titles
In this guide, you will learn how to establish the hierarchy of your firm by managing user groups, roles and permissions, and job titles. Table of contents Accessing the Group, Roles and Job Titles window Groups tab Creating a Group Editing a Group Deleting a Group Roles tab Creating a Role Editing a Role Deleting…
Managing Users
In this guide, you will learn how to manage your firm’s users by inviting them to Maatdesk, editing their information, setting up their roles and groups, and more. Table of contents Accessing the Users window Inviting a User Resending an Invitation Editing a User Deleting a User Accessing the Users window To access the Users…