Glossary
Here you can find a list of terms specific to InTouch. Select the name of a term to open the relevant help file.
Formulas used to calculate values. The results can be displayed in documents, emails and quote calculator fees. | |
Your record of a stakeholder containing details such as name, email and correspondence address. | |
A data marker created by your organisation to collect stakeholder specific information. | |
A data marker created by your organisation to collect transaction specific information. | |
Templating code starting with a '#' symbol, used to output custom content. | |
Unique identifiers used to collect and recall information. | |
The format in which data markers collect and store information, such as text, yes/no and date fields. | |
Our latest form builder, that can collect information, produce quotes, and ask for digital signatures. | |
An older version of our forms. | |
The use of InTouch within other programmes such as Microsoft Word and Outlook. | |
Colour-coded tags which can be added to files for identification purposes. | |
A case file. | |
The stage of a matter which can be set as Lead, Open, Completed, Aborted, Archived or Deleted. | |
Pre-configured settings and workflows for each of your matter types i.e. Purchase, Sale. | |
The InTouch system used by your stakeholders to stay up to date on their transactions. Featuring a real time task list and the ability to share notes and documents. | |
A party/person/company invested in the matter. | |
A reminder of actions that need completing in order to progress the matter. | |
Automatic alerts that signify a matter requires attention. |
