Getting Started
Matters
Matter lifecycle
Adding a new matter
Tasks on a matter
Folder tab
Folder trash can
Documents on a matter
Emails on a matter
Email delivery reports
Forms on a matter
Notes on a matter
Attaching files to a matter
Attaching emails to a matter
Data on a matter
Ordering third party services
Locking matters
Matter history
Changing matter templates
Automated email settings
Exporting a matter
ITR codes
URL linking
Contacts
Contacts
Creating new contacts
Editing a contact's details
Creating a new contact field
Merging contacts
Using contact field definitions
Exporting contact card data
Contact history
Staff and Teams
Forms
Introduction to forms
Form automation
Forms
Creating a form
Editing a form
Form steps
Form functionality
Quote tables
Form conditions
Form actions
Form submission reviews
Embed an InTouch Form in your website
Legacy Forms
Templates
Email templates
Document templates
SMS templates
Letterheads
Adding data markers to PDFs
Matter Templates
Template Configuration
Using InTouch like a Pro
Managing alarms
Assigning files for review
Mentions
Adding signatures to documents
Traffic lights
Labels
Creating links
Esignatures - Documents
Esignatures - Forms
Conditional tasks
Not applicable tasks
SMS messages
Time recording
Setting future dates
Extracting data
Reports
Conversions report
Matters report
Contacts report
Custom data report
Timeframe report
Weekly key dates report
Matter state reports
Tasks completed report
Tasks outstanding report
Tasks breakdown report
Tasks comparison report
Form submissions report
Stakeholder tracking reports
Time recording report
Saved reports
Accounting Reports
Stakeholder Portal
Configuring the stakeholder portal
Using the stakeholder portal
How stakeholder's use the InTouch portal
My Account
Organisation Settings
Aborted matter reasons
Archiving
Automatic matter references
Organisation settings
Notification Email Addresses
Outlook Subject Convention
Client / Trust Accounting
Client accounting introduction
Connecting Xero
Ledger and accounts notifications
Recording a receivable
Receivable templates
Automatically creating receivables
Receivable actions
Raising a client invoice
Client invoice actions
Raising a credit note
Raising a supplier bill
Supplier bill actions
Supplier bill import
Default due dates
Ledgers
Disconnecting Xero
Contact linking with Xero (Clients)
Contact linking with Xero (Suppliers)
Integrations
Amiqus
Google GSuite integration
Microsoft Exchange Server integration
Microsoft Exchange Server 2010
Microsoft Exchange Server 2013
Microsoft Exchange Server 365
Microsoft Outlook integration
Microsoft Word integration
API & Webhooks
Troubleshooting
Introduction
Matters
Contacts
Templating
Document Templates
Forms
Esignatures
"The document you requested could not be found. It may have been revoked by the sender, or you are not a signee."
"The document is not available to sign"
Client Accounting
Portal
Outlook
Outlook plugin load behaviour
Outlook Addin button disappears
Fixing "Specified Argument was out of range of valid values. Parameter name: entryvalue"
Email size limit
Word
Word plugin - common issues
Word document: removing protected view/editing
Disable "Open in Word" popup in Chrome
Miscellaneous
IT Setup
System Information
A Stakeholder's Contact Card contains information specific to the Stakeholder. For example, their email address, name or phone number.
Contact Field Definitions allow for additional data to be captured for a Stakeholder. This could include their correspondence address, occupation or National Insurance number.
A Contact Field Definition's Data Marker can then be used within email, document and SMS templates to automatically recall that data.
