Use mentions to automatically send selected team members notifications from a matter.
There are 3 areas within a matter where you can mention someone:
- A matters Sticky Note; when you want to draw attention to a matter in general.
- A matters internal note within the Notes / Folder tab; when you want something specific looking at within a matter.
- A contact cards note; when you want a contact to be reviewed on a matter.
How to Create a Mention
Within the relevant note section on a matter:
- Type @ followed by the staff members full name. As you start typing their name, a list of suggestions will show helping you to narrow down your choice.You can only mention staff members that log in with an email address.
- Provide any text you'd like to send to them
A copy of the note will be emailed to the selected team member and saved to the matter.