When users want to work offline within the opened file there is the option to Open in Desktop App. The corresponding app installed to the user’s PC will be opened. After finishing with and saving the file it will be automatically synchronized with the online environment.

To search for a specific matter within either My matters or All matters users can click on one of them (1), select the search bar (2) and type in one or more keywords, matternumber, or (a part of) the name of the matter.

A suggestion based on the input will immediately appear underneath the search bar.

By visiting My matters users will find slightly different pins on the right side of the matters. By clicking a pin the user will unsubscribe from the specific matter and the matter will disappear from My matters.

1. Click the hamburger menu next to the DMSforLegal title.
2. Click the button Actions. A new screen for both matter creation and user creation will open.

3. Click on Create a new matter and fill out the required data as shown in the image below.

• Title: the name of the new matter.
• Client: the client to which the new matter belongs.
• ResponsibleAttorney: enter a name or email address of the person responsible for the matter.
• BillingAttorney: enter a name or email address of the billing attorney.
• PracticeArea: add a label to the matter to categorize based on practice area, i.e. administrative, labour law.
• MatterStatus (not required): an indicator for whether the matter is active or inactive. A matter is active by default.

4. Click on Save. The Matter is now saved and a MatterCode is automatically created as is the Matter in which documents and emails can from now on be filed.

1. Click the hamburger menu next to the DMSforLegal title.

   

2. Click the button Actions. A new screen for both matter creation and user creation will open.

3. Users can easily Create a new client by giving the client a Title and/or attaching a file to the client including additional information about the client.

4. Click Save. A new client is created.

• Open matter (1)
• edit matter details (2) like title, client, permissions, etc.

By clicking Open matter a new tab will open with the contents of the matter. Folders and files within the matter will be shown in a folder structure and users can navigate through the structure by clicking the various folders and files. Contents can be sorted based on a variety of properties, indicated on top of the different columns.

The search bar attached to the top of the screen lets a user search for folders and files inside the matter in a similar way as the search function does within the MatterCenter.

1. Open an Internet Browser and access the company’s Sharepoint environment through https://[enteryourdomain].sharepoint.com
2. Enter your Office365 credentials and click Sign In