How to sync your Microsoft Word with Rocket Matter (Desktop Version).
Before syncing, be sure to authorize the sync.
1. Sign in to your online Office 365 account.
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2. Click and select Microsoft Word.
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3. Click to open a blank document or select an existing document.
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4. While viewing the document, click on 'Insert'.
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5. Next, click on the blue 'Office Add-ins'.
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6. Click on the 'Office Store'.
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7. Search for Rocket Matter.
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8. Click on the blue 'add' to insert the add-in.
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9. While viewing the 'Home' tab of the Word Document, notice the Rocket Matter logo appear on the top-right of this page.
10. Click 'Sync Document'.
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11. Sign in below with your Rocket Matter credentials.
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12. In the sharing window to the right of the document, insert the client:matter, billing user and additional time capture information.
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13. Be sure to click ‘Save to Rocket Matter’ at the top when finished.
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14. After clicking 'Save to Rocket Matter' you'll quickly notice a check mark indicating that this email has successfully been sent to Rocket Matter.
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15. To see your saved document, navigate to the associated matter in Rocket Matter.
16. Click on ‘Matter Documents’ located in the left-hand panel to view your uploaded document.
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