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Our integration with Amiqus allows you to order AML checks from directly within a matter. To order your AML checks through InTouch, you will first need an Amiqus account. If you do not already have a…
If you use GSuite for your emails, you can configure Gmail to automatically forward your emails to the matter inside InTouch. Setting this up involves two steps: Creating a forwarding address. Creati…
All emails sent to your Microsoft Exchange Server can be automatically attached to the relevant matter on InTouch. How does this work? Emails that contain ITR Codes in their subjects are forwarded fr…
If you use Microsoft Exchange 2010 for your emails, you can configure this to automatically forward your emails to the relevant matter inside InTouch. These actions require admin rights to the Exchan…
If you use Microsoft Exchange 2013 for your emails, you can configure this to automatically forward your emails to the relevant matter inside InTouch. These actions require admin rights to the exchan…
If you use Microsoft Exchange 365 for your emails, you can configure this to automatically attach your emails to the relevant matter inside InTouch. These actions require admin rights to the exchange…
The Outlook plugin allows you to attach emails directly from Outlook to the relevant matter on InTouch. Emails can also be automatically attached by setting up a Microsoft Exchange Server Integration…
The Word plugin allows you to attach a word file directly to the InTouch matter. Requirements. To use add-ins within Word, you must be using one of the following: Word on Windows Microsoft 365 Word 2…
