Rocket Matter FAQ

Recent Updates

How to use Copy2Contact.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Contacts How to use Copy2Contact.
add client Contact copy copy to contact Copy2Contact data Essentials Pro premier
How to send a Portal Invitation and Client set up.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Client Portal How to send a Portal Invitation and Client set up.
Portal setup Portal invitation Pro premier
How to create and view an 'All Day Calendar Event' without blocking your entire day.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar How to create and view an 'All Day Calendar Event' without blocking your entire day.
calendar event all day Calendar premier
How to create a Task from a calendar Event.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar How to create a Task from a calendar Event.
calendar event Task event task to event event to task premier Pro
How to print your Firm Calendar.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar How to print your Firm Calendar.
agenda Calendar daily firm key monthly print printable weekly Essentials Pro premier
How to change your Firm Calendar to show all daily Events.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar How to change your Firm Calendar to show all daily Events.
all events Calendar event events Firm Calendar Fit events toggle View views Essentials Pro premier
How to add a Client or Contact as an attendee to a calendar Event.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar How to add a Client or Contact as an attendee to a calendar Event.
Calendar event attendee client Contact Essentials Pro premier
Creating a calendar Event with saved configurations.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Calendar Creating a calendar Event with saved configurations.
event add event add new event event details calendar event save event configurations event configurations save event winterfell Essentials Pro premier
Role Permissions: How to enable role-based permissions in an existing Matter.
Updated on: Aug 26, 2022
- Rocket Matter Knowledge Base Settings Role Permissions: How to enable role-based permissions in an existing Matter.
premier
Role Permissions: Custom Field Permissions.
Updated on: Aug 26, 2022
- Rocket Matter Knowledge Base Settings Role Permissions: Custom Field Permissions.
premier