Rocket Matter FAQ

Recent Updates

Rocket Matter Essentials Tier
Updated on: May 11, 2022
- Rocket Matter Knowledge Base Essentials Rocket Matter Essentials Tier
Essentials
RM Trust: How to apply Payments to Invoices in bulk using trust.
Updated on: Mar 20, 2022
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to apply Payments to Invoices in bulk using trust.
add bulk Invoice LexCharge multiple invoices record premier
Ruby Receptionist Integration.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Ruby Receptionist Integration Ruby Receptionist Integration.
How to assign a Matter Type and status to a Matter Template using Rocket Project Management.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to assign a Matter Type and status to a Matter Template using Rocket Project Management.
workflow project management matter statuses Matter Templates Pro premier
How to apply a workflow 'Status' to a new matter.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to apply a workflow 'Status' to a new matter.
apply workflow status transition workflow Pro premier
How to change the Matter Workflow Status.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to change the Matter Workflow Status.
change workflow status change status change workflow Pro premier
How to undo a Matter Workflow Status change.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to undo a Matter Workflow Status change.
complete tasks and events workflow tasks workflow events status change matter status status undo last saved change Undo Pro premier
Is there a report to see all Matters that have a Workflow Status attached?
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management Is there a report to see all Matters that have a Workflow Status attached?
matter status reports work flow reports reports Matter statuses Pro premier
How to apply a Workflow Status to an existing Matter.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to apply a Workflow Status to an existing Matter.
apply workflow workflow transition status Pro premier
How to define Workflow Transitions.
Updated on: Mar 15, 2022
- Rocket Matter Knowledge Base Rocket Project Management How to define Workflow Transitions.
matter type transitions Matter status workflow Pro premier