Case and Matter

Getting started with SharePoint Server

• Evaluating MacroView Case and Matter (on-premises)
• Creating a new SharePoint site collection
• Installing Case and Matter server components
• Installing the Case and Matter client software
• About the Case and Matter structure
• Provisioning and creating a new matter

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Getting started with SharePoint Online

• Evaluating MacroView Case and Matter 365

Tutorials

• MacroView Case and Matter Solution
• How to edit a matter name in Case and Matter
• How to restore an archived matter
• How to Archive a matter
• How to change matter number
• Add sub folders to newly created matters

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Advanced installation and upgrades

• Quick Start Guide (client side only)
• Quick Start Guide (on-premises)
• Upgrading MacroView Case and Matter from 8.6.05 or earlier to 8.6.06 or later

Search configuration and support

• Setting up MacroView Case and Matter search

Plugins and extensions

• Create MacroView Library for Case and Matter