In your Account Preferences set:
Upload Filename Parser... Remove Date
These are the usual Matter options which you need to set:
Assign unique letter prefix to folders... Alphabetic
Enable consecutive document numbering across all folders
Sort all documents automatically by... Manual/User Defined
Pagination style... Page #
Setup an extra Field named DParty with the following options:
Data Type... Text
Display mode for Bundle... Hidden
Display in Document Listings
When setting up a new folder add the DParty field to it and tick Enable reference detection in documents
For most folders you will want to set Sort all documents automatically by... Date
When creating a Bundle remember to choose a Title Page (cover page) and use the following options:
Pagination Style... Repaginate bottom right of the page
Untick Show total pages
Disclaimer
This information page is designed to be used only by clients of John Antell who have entered into an agreement for the provision of legal services. The information in it is necessarily of a general nature and will not be applicable to every case: it is intended to be used only in conjunction with more specific advice to the individual client about the individual case. This information page should not be used by, or relied on, by anyone else.
Every reasonable effort has been made to ensure that the information is accurate and up to date at the time it was written but no responsibility for its accuracy, or for any consequences of relying on it, is assumed by me. You should satisfy yourself, before using any of the techniques, software or services described, that the techniques are appropriate for your purposes and that the software or service is reliable.
This page was lasted updated in June 2025. Disclaimer