All Categories > Matters
There are 5 Matter States: Lead - Matter is not yet confirmed with client. Matters opened via your Quote Calculator will automatically be set as leads. Open - Matter is being worked on. Completed - A…
There are two ways to open a Matter on InTouch: From a matter template. From a form widget. Creating a Matter from a Matter Template. Navigate to the Matters page. You can do this by clicking the InT…
Aborting a Matter. There are 2 ways you can mark a matter as aborted: Within a matter change the current state drop down menu to 'mark as aborted'. From the matter homepage select the matter(s) you w…
Generating documents on a Matter. Navigate to a matter. Select the Docs/Email tab. When using the new Folder UI this is done through the ‘Folder’ tab. Click ‘+ New’ and select ‘Document’ to choose yo…
Generating emails on a matter. Navigate to a matter. Within the Docs/Email tab, select Email. When using the new Folder UI this is done through the ‘Folder’ tab. Click ‘+ New’ and select ‘Email’ to c…
Navigate to a matter. Select the Docs/Email tab. When using the new Folder UI this is done through the ‘Folder’ tab. Click Attach File. Select your file. You can also drag and drop documents straight…
There are three places you can add notes to on a matter: The Notes Tab. The Sticky Note. A Task Note. Notes Tab. Navigate to a Matter. Select the Notes tab. When using the new Folder UI this is done…
A Matter's Data can be viewed in two places: The data tab. A pinned field. Data Tab. Any information collected within a Matter can be found in its 'Data' tab. The Data is saved under assigned groups.…
The Services tab of a matter allows you to place an order with one of our integrated partners. Placing an Order. Within the matter, navigate to the Services tab If this tab is not available, it may n…
If you open a matter incorrectly, you can correct this by changing the matter template: Open the matter. Click on the settings cog in the top right hand corner. Select " Change Matter Template". Sele…
Make use of the automated emails within InTouch to keep your Stakeholders regularly up to date. There are a number of different emails you can utilise. Each one can be found within your Email Templat…
You can send emails & their attachments directly to matters. To do this you need to send the email to: For the UK: mail@inbound.intouchapp.co.uk. For Australia: mail@aus.inbound.intouch.cloud. For th…
An ITR Code is a unique identifier for a matter stored on InTouch. It's surrounded by square brackets, like the below example: [ITR:491D-1ED] The ITR Code for a matter can be found: On the left hand…
You have the ability to export individual Matters at any time. Within a M atter , select the Settings cog. Click ' Export Matter'. Confirm the Export. All documents, emails & information will be comp…
There are 2 ways to link your InTouch matters from external systems: Copy the URL when viewing a matter. Have a unique URL that works from your matter's reference. Unique URLs. Having a URL that work…
As an email goes through it's journey to your recipients inbox, it's position in that journey is labelled on the email. The labels are; Sent , Delivered , Opened or Bounced. Sent. The email has succe…
