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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…
SMS Templates can be used to automatically generate customised text message content on a matter. Include Data Markers in your templates to recall Matter and Stakeholder information automatically into…
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 and helpers within PDF documents to automatically recall matter or contact information and produce conditional content when generated on a matter. To add data markers/helpers. Yo…
