Rocket Matter FAQ

Recent Updates

How to add a Document.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Documents How to add a Document.
add Documents File Matter Matter Document Matter Documents Upload url Video Essentials Pro premier
How to set up and use the two-way Evernote integration.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Documents How to set up and use the two-way Evernote integration.
Evernote Integration Pro premier
How to set up and use the two-way Box Document integration.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Documents How to set up and use the two-way Box Document integration.
Documents Integration BOX INTEGRATION Box Pro premier
How to apply a Custom Billing Rate to a single Matter.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Custom Rates How to apply a Custom Billing Rate to a single Matter.
Billing Change Fees Hourly Rate Matter Matter Billing Pro premier
Inside Rocket Matter you can change your hourly rate inside a single matter without effecting your default hourly rate.
How to add Custom Fields to a Contact.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Custom Fields How to add Custom Fields to a Contact.
custom fields custom field contact custom field Contact Pro premier
How to add Matter Custom Fields to a single Matter.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Custom Fields How to add Matter Custom Fields to a single Matter.
Matter Custom field custom fields matter custom custom merge-field Pro premier
How to add Client Custom Fields to a single Matter.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Custom Fields How to add Client Custom Fields to a single Matter.
Pro premier
How to add a Client or Matter Custom Field for all Matters.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Custom Fields How to add a Client or Matter Custom Field for all Matters.
Global custom fields matter and client custom fields custom field for all matters Pro premier
How to create a calendar Event while chatting in Communicator about a specific date.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Communicator How to create a calendar Event while chatting in Communicator about a specific date.
communicator Message Calendar event app mobile iPhone android Pro premier
How to reference a user while chatting in Communicator.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Communicator How to reference a user while chatting in Communicator.
communicator Message app mobile User Pro premier