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A Data Type determines the format in which Custom Fields store information. Changing the data type of an existing Custom Field may result in data loss for any previously collected data on a matter. A…
Data Markers are unique identifiers which can be used to recall information from a Matter or Contact into documents, emails and SMS. There are 3 types of data markers; Custom Fields for data relating…
To add Land Registry fees into a quote calculator: Navigate to your Quote Calculator Fees. Create or Edit an existing Land Registration fee. Copy and paste the following formula. If you use different…
Document templates can be emailed to your Stakeholders to be electronically signed within InTouch. Within the document, you are able to configure where the Stakeholders signature is to be placed. Thi…
