5 - Documents, Email & Outlook
New postDocument management, Automation (merge), Matter Documents, Template Documents General requests and ideas related to Documents & Email
Create 'Clean Version' of a Document.
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Can people share any good document template automation ideas?
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Document Folders
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Phone record - or ability to add times to notes
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Document ID
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Outlook - ability to send emails directly from Mattero
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'Duplicate Document' has been added to the Document Actions to create an exact copy of the document
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Create a new blank document (Word, Excel or PowerPoint) from the Documents window
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Added a Search function to the Select Document Template dialog when creating a new document from a template
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Support of uploading documents using safari
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Support tiff documents in the document preview
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New settings option to configure auto-save of emails
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Select all documents when saving email attachments
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Look up to the selected matters contacts, displays contact role
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document 'Created' Date vs Update Date - both are needed.
Completed
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