Rocket Matter Knowledge Base OneDrive IntegrationComing Soon! How to create a Microsoft Excel file in Rocket Matter using the OneDrive integration

Coming Soon! How to create a Microsoft Excel file in Rocket Matter using the OneDrive integration

You are now able to create Microsoft Excel sheets from Rocket Matter using the OneDrive integration!

1. Navigate to the matter you wish to create the Microsoft Excel file for. Then click on matter documents on the left-hand side.

2. Click the Microsoft Excel icon in the top right.

3. A new Excel sheet will open in a new tab in your browser.

NOTE: If your browser has pop-ups disabled, the new tab may not not appear. However, you may access it by going into OneDrive, clicking on the Rocket Matter folder, and then the matter folder.

4. Any work done in the Excel file will auto save and sync to Rocket Matter!