Data on a matter


Information collected through a transaction can be saved back to a matter through the use of data markers.

This information can then be automatically recalled in your templates, forms and be reported on!

These data markers are accessible in the following places on a matter:

  • The data tab
  • A stakeholder's contact card

The Data tab

The Data tab of a matter contains the custom fields related to that transaction.

Custom fields allow you to collect and save matter specific information.

To view a custom field:

  1. Within the Data tab, either:
    1. Use the search bar to find a custom field by keywords
    2. Expand the group the custom field is saved under
      Groups organise data on a matter, making it easier to find the fields you are looking for. These groups are defined within the matter template.
  2. The custom field will be listed on the right hand side, formatted as: {{keyword.keyword}}
  3. The data will be saved on the left hand side
Data can be added at any time. Either manually via the data tab or automatically via your forms and templates.

Some of these custom fields may also be pinned to the top left hand side of a matter:

These fields will either show:

  • A value, if data has been applied
  • "Set", if data is not yet available

To input new data, select the blue text field and you will be taken to the relevant custom field within the matter.

Pinned fields are configured within the matter template.

Stakeholder's contact cards

A stakeholder's contact card contains the contact fields related to that stakeholder.

Contact fields allow you to collect and save information about that stakeholder.

To view a contact field:

  1. Select Edit on the relevant stakeholder's contact card
  2. Expand the group it's saved under
    Groups organise data on a contact card making it easier to find the fields you are looking for. These groups are defined within your contact settings.
  3. The contact field will be listed on the right hand side, formatted as: {{stakeholder.keyword.number.keyword}}
  4. The data will be saved on the left hand side
Data can be added at any time. Either manually via the stakeholder's contact card or automatically via your forms.

<< Previous      Next >>
Powered by HelpDocs (opens in a new tab)