April 22, 2021
Matters module Overview
Through this guide, you will learn the basic concepts of the Matters window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Matters window Structure of the Matter table Composition of the Matters window To access the Matters window, simply click the Matters () link on…
maatdeskadmin
February 19, 2021
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…