Creating a new Matter

Each Financial Year, businesses will want to create a new Matter code for the new year e.g.: 2021, 2022 etc.

This is done by adding the new value (e.g.: 2021, 2022) to any document in the system. Once a document has been tagged with this new matter it will be available for access via the Matter drop-down menu either in the Microsoft Office AddIns, or via the Document Properties > Matter field.

Simply add in the new value e.g. 2021 etc, into the Matter field for any document you are saving. Once you have done this, 2021 will then be available for all staff via the drop-down menu for matters.

The Matter code can be anything and does not have to be a financial year in particular. Giving a document a Matter code is useful for referencing documents for filtering and searching.

If a Matter field was added to a document template, the field will automatically populate the value from the template if a new document is created based on the template.

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The Matter field can then further we used to filter and sort in the Documents Grid view as follows:

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