Emails

Emails can be sent via InTouch from a Matter's Docs & Emails tab and from its task workflow. Once sent, these emails are attached to the relevant Matter and can be accessed from the Docs & Emails tab.

Emails sent to your Outlook inbox can be attached to a Matter using InTouch's Outlook plugin.

InTouch enables you to build your own Email Templates. These templates can incorporate Custom Fields, that automatically pull in and use data saved to a Matter, and Data Helpers, which format data and perform custom operations.

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