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Email Templates can be used to automatically generate customised email content on a matter. Include Data Markers in your templates to recall Matter and Stakeholder information automatically into the…
Document Templates can be used to automatically generate customised documents and letters on a matter. Include Data Markers in your templates to recall Matter and Stakeholder information automaticall…
Creating a New SMS Template. Navigate to Settings > SMS Messages. Select + SMS Template. Name: Provide a name which will be used when selecting the template on a matter. Description: Provide any info…
Letterheads can be used to add consistent layouts, headings and footers across Document Templates generated on InTouch. Creating a Letterhead Template. Navigate to Settings > Documents > Letterheads.…
Include data markers within PDF documents to automatically recall matter or contact information when generated on a matter. To add data markers. You will need access to software which allows you to e…
