Chain View
The Chain tab of a matter provides an area to record and monitor the matter's chain progression.
Creating the Chain
Within the matter's chain tab:
- Select 'Add Property Above/Below', depending on the position of the chain
- Title: Enter the property's address
- Key Contact: Add a key contact to be associated with the chainWe recommend adding the contact you will most regularly be in communication with regarding the chain's progression.
- Notes: Add any extra notes or description regarding the chain.
- Repeat the process above to add as many chains as neededCreate a split chain by selecting 'Add Property Above/Below' within an existing chain.
Managing the Chain
Within the matter's chain tab:
- Update a chain's milestones to record the progression of the transaction
- Add or amend the notes section to record any additional detail
- Select the email icon on your Key Contact to create correspondenceAny correspondence sent from the chain tab will be recorded in your Folder.