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 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…
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…
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…
Managing Payment Profiles
In this guide, you will learn how to create payment profiles to assign to firm clients and how to edit or delete them if necessary. Table of contents Accessing the Payment Profile window Creating a Payment Profile Editing a Payment Profile Deleting a Payment Profile Accessing the Payment Profile window To access the Payment Profile…
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…
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