MatterSphere handy hints - Editing a document

Editing letters
Most MatterSphere templates have merge fields built into them that are used to display data recorded in the system. If you create a letter and notice that the address needs changing you should not change this information in the letter, although you can successfully make the changes when you print the letter the details will revert back to what they previously were. If any details are incorrect they will need to be corrected in MatterSphere and then the new details need to be re-linked to the letter.

With the document open in Word, click the Current Document ribbon and select the relevant icon for the details that you need to change.

 

 

If you need to amend Client details, click Current Client Info. If you need to amend Matter details, click Current Matter Info and if you need to make changes to any of the Associate information, click the Current Associate Info.

After making changes to the relevant information, click the Re-Link Fields icon.

 

 

NB: Some of the data that you make changes to will prompt you to relink the fields in the document when you close the MatterSphere window. If this doesn’t happen you should manually relink the data by clicking the Re-Link fields icon.