Managing 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…
maatdeskadminDocument Management
Maatdesk allows you to upload documents and view, e-sign, or share them without the need for external services. In this guide, you will learn to manage all the necessary documents for any matter. Table of contents Accessing Documents tab Uploading files Creating a folder Generating documents from templates Navigating the structure of the Documents tab…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…