Advanced

Advanced contains configuration settings that are applied across the Matter Template.

Accessing Advanced

To access Advanced, enter Settings, then click Matter Templates, then click Edit on the relevant Matter Template, then enter the Advanced tab.

Webhooks

A Webhook allows you to build or set up integrations which subscribe to certain events on InTouch. For more information, refer to this help article

Searches

Ticking the checkbox enables you to order property searches from a Search Provider Company.

Accounts

By ticking the Include ledge? checkbox, you will be able to record ledger transactions for the Matter.

By ticking the Include Invoices? checkbox, you will be able to create invoices for the Matter.

Still need help? Contact Us Contact Us