How to sync Microsoft Word with Rocket Matter (Online Version).

Before syncing, be sure to authorize the sync. To learn more, check out this FAQ.

1. Sign in to your online Office 365 account.

2. Select Microsoft Word.

3. Click to open a blank document, or select an existing document.

4. While viewing the document, select the 'Insert' tab at the top of the page.

5. Next, select 'Office Add-ins'.

6. Click to open the 'Office Store'.

7. Search for Rocket Matter.

8. Then, select 'Add'

Now, while viewing the 'Home' tab of the Word Document, notice the Rocket Matter logo appears on the top-right of this page.

9. Click 'Sync Document'.

10. Sign in using your Rocket Matter credentials.

11. In the sharing window to the right of the document, enter the Client : Matter, Billing User, and any additional time information.

12. When finished, be sure to click 'Save to Rocket Matter' at the top.

13. After clicking 'Save to Rocket Matter', you'll quickly notice a check mark indicating that this email has successfully been sent to Rocket Matter.

14. To view your saved Document, navigate to the associated Matter in Rocket Matter.

15. Select 'Matter Documents' from the left-hand navigation panel.