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    Topics created by maggie_appcoll

    • M

      File types for custom form letters
      Matters Module • • maggie_appcoll

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      gregg_appcoll

      DOCX or RTF. Click here for more information.

      https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

    • M

      Can we import custom information using the matter importing spreadsheet?
      Matters Module • • maggie_appcoll

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      gregg_appcoll

      Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

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