Default matter

Jacob Kojfman

• April 04, 2023 18:33

I go to a MV matter number and open a Word document, and make some changes to it.

Later on, I want to "Save as to MV" so I can give the Word doc a new name in the same MV matter number.

In between those two actions, I did something else in another MV matter number, e.g. saved some emails, etc.

When I save the Word doc with its new name to MV, instead of saving it to the matter number from which I opened the Word doc, it saves it to the matter number that I saved the emails too.

A neat feature would be that if you open one type of document from one matter, and you're trying to save the same document to MV, the default should be the same matter number from which you opened the doc, not the last MV matter number you were doing something in. 

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  Chris Litherland

  • April 04, 2023 23:03

  Thanks for your suggestion Jacob! I'll be in touch if we have any updates or further questions for you.

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