You can create a blank Word, Excel or PowerPoint document in the Documents section of a Matter or Contact in mattero.
This can be useful when multiple Users in your organisation need to collaborate on a project, as Word, Excel and PowerPoint documents can also be edited in mattero, removing the need to have multiple versions of the same file.
(View the Edit Documents article for more information.)
Please note, a blank Document can only be created in the Documents section of a Matter or Contact; it cannot be created via the Create button or in the main Documents page.
Creating a Blank Document
To create a blank Document:
- In the Documents tab of a Matter or Contact, select New then select Create Blank Document.
Please note, if you are in a Matter, you must also select Documents Mode before selecting New.
- In the window that opens, select a Document type, enter a Document Title, then select Create.
The new blank Document will appear in the Documents section of the Matter or Contact; view the Edit Documents article for more information on the editing process.
New, Content, Empty, Clean Slate, Template