Rocket Matter FAQ

Recent Updates

How to 'Edit payment processing fee default'.
Updated on: Dec 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to 'Edit payment processing fee default'.
processing processing fee fee LexCharge payment processing Essentials Pro premier
How to add or delete a DocType using the NetDocuments Integration.
Updated on: Dec 07, 2022
- Rocket Matter Knowledge Base NetDocuments How to add or delete a DocType using the NetDocuments Integration.
NetDocs NetDocuments Integration Document Integration premier doctype doc type Document Type Net docs Net Documents
How to upload a Document from Rocket Matter to NetDocuments.
Updated on: Dec 07, 2022
- Rocket Matter Knowledge Base NetDocuments How to upload a Document from Rocket Matter to NetDocuments.
Documents NetDocs NetDocuments integrations premier
How to upload a document from NetDocuments to Rocket Matter.
Updated on: Dec 07, 2022
- Rocket Matter Knowledge Base NetDocuments How to upload a document from NetDocuments to Rocket Matter.
NetDocs NetDocuments Integration Document Integration premier upload document
How to use NetDocuments Full-Text Search.
Updated on: Nov 23, 2022
- Rocket Matter Knowledge Base NetDocuments How to use NetDocuments Full-Text Search.
NetDocuments Net docs Integration Documents premier
How to deactivate a user with pending billable activity.
Updated on: Nov 18, 2022
- Rocket Matter Knowledge Base Settings How to deactivate a user with pending billable activity.
deactivate deactive User Delete Pro premier Essentials
How to change the firm name and address on your Invoice, Summary, or Unpaid Invoice Statements.
Updated on: Oct 21, 2022
- Rocket Matter Knowledge Base Templates: Invoice, Summary and Statement How to change the firm name and address on your Invoice, Summary, or Unpaid Invoice Statements.
invoice template Firm information edit firm contact edit invoice template Pro premier
How to create an e-signature template for LexShare.
Updated on: Oct 20, 2022
- Rocket Matter Knowledge Base LexShare Integration. How to create an e-signature template for LexShare.
How to create an AssureSign template.
Updated on: Oct 20, 2022
- Rocket Matter Knowledge Base Documents How to create an AssureSign template.
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CRM FAQ's
Updated on: Oct 20, 2022
- Rocket Matter Knowledge Base CRM CRM FAQ's