The Create New Matter option on the right-click menu on a Matter library by default creates a single document set for each new matter. 

If your matters contain standard sub folders Create New Matter can be configured to also create these by adding a MatterConfiguration.xml file located under:

C:\Users\<profile name>\AppData\Roaming\MacroView Extensions\CreateNewMatter 

When all matters have the same sub folder structure

If all of your matters contain the same standard set of sub folders set the <UseMatterTypes> value to true and specify the required sub folder names.

Create New Matter will then provide a single right-click menu option to create the matter and its sub folders.

When different matter types have the different sub folder structures

If you have multiple matters types that each have a separate sub folder structure set the <UseMatterTypes> value to true and create a <MatterType> section in the configuration file for each different matter type.  Each <MatterType> entry can then have its own set of standard sub folders.

Create New Matter will then provide a sub menu of matter types, each with its own default sub folder structure.

Using a different document set content type

By default Create New Matter use the Matter Document Set content type for new matters.  To change the content type used edit the <MatterContentType> value in the configuration file. If this content type does not exist in the selected library the Create New Matter option will be disabled on right-click menu.

Create New Matter uses central configuration files at local start-up

In MacroView Create New Matter 1.1.24, you are able to store the folder structure XML file in a central location on SharePoint which downloads to the desktop, and loads into memory at MacroView DMF start-up. The CreateNewMatter folders, sub-folder structure and files data are pre-loaded in DMF for when the Create New Matter option on the right-click menu is used.

Implemented to improve performance, the Create New Matter configuration is loaded locally only at DMF start-up, instead of each time Create New Matter option is used.

To use this feature, you must be running MacroView DMF 8.6.19 or later, to have the option available to you under File > Options > Support. 

When configuring this feature in DMF, the filename must be called CreateMatterConfiguration.xml and be located in the folder structure: 

  <pathname>\Extensions\CreateNewMatter\CreateMatterConfiguration.xml 

File(s) are then downloaded locally to the users folder:  \AppData\Roaming\MacroView DMF\Store\Extensions\CreateNewMatter

To configure:

1. Ensure you are running MacroView DMF 8.6.19 or later and MacroView Create New Matter 1.1.24 on your desktop. These are located in our downloads section.
2. Ensure you have a CreateMatterConfiguration.xml file located in an SharePoint / Fileshare location
3. In MacroView DMF, go to File > Options > Support page
4. Under Central Configuration Location, specify the SharePoint / Fileshare pathname where the \Extensions\CreateNewMatter\CreateMatterConfiguration.xml path is located. and click OK

MacroView DMF will automatically download any declared extension configuration files from the central configuration location on startup to: C:\Users\<username>\AppData\Roaming\MacroView DMF\Store\Extensions\CreateNewMatter\

NOTE:  A restart of the local service will be required for any changes to apply. Information on restarting the local service, please see How to exit the DMF local service.

This feature is backward compatible with earlier versions of MacroView Create New Matter 1.1.20 or earlier by using earlier MatterConfiguration.xml file located under:

C:\Users\<profile name>\AppData\Roaming\MacroView Extensions\CreateNewMatter

Download a sample configuration file

 Default New Matter with sub folders

Minimum requirements:

• Create new Matter 1.1.1 or later

See also

Setting a central configuration location