All Categories > Using InTouch like a Pro
Alarms can be used to provide a manual notification to the Fee Earner of a matter at a chosen date. Adding an alarm to a matter: Navigate to a matter. Select the Cog icon in the top right corner. Sel…
Alert team members to the following items on a matter by assigning them for review: Files (i.e. Word Documents, PDFs). Emails and Email Drafts. Form Submissions. This highlights the item on the matte…
Use mentions to automatically send selected team members notifications from a matter. There are 3 areas within a matter where you can mention someone: A matters Sticky Note ; when you want to draw at…
Automatically include your signature within documents generated on InTouch by adding a copy of your signature to your staff profile : Navigate to Settings > Staff. Select the relevant staff profile.…
Traffic lights alert users when a task or child task need reviewing. The alert shows at the top of a matter and the matter homepage. Red lights over-rule amber lights. Use amber lights to bring atten…
Labels are colour-coded tags which can be added to files on a matter, providing similar functionality to folders. By making use of the label filter, you can then easily find any correspondence saved…
Links can be used within your email templates to direct users to external sites or forms. There are 2 ways to create links: Using a hyperlink. Creating a button. Hyperlinks. Within the email template…
Document templates can be emailed to your Stakeholders to be electronically signed within InTouch. There are 2 ways Esignatures can be generated from a workflow: From a task set within your matter te…
Signatures can be acquired from your stakeholders within an InTouch form. This is a useful way of verifying the information they have provided is correct. When the form is used: The user is presented…
Milestone tasks can be included or excluded from individual workflows based on the answers provided to custom fields when a matter is opened. For example, if the custom field "Will you be gifted mone…
If a task is not relevant to a particular transaction, it can be marked as Not Applicable to dissociate it from the Matters workflow. For example, a task to receive proof of a gifted deposit will onl…
SMS messages are a great way to send quick updates to your stakeholders. The mobile number that SMS messages are sent from is automatically assigned to your system and cannot be changed. . There are…
To enable time recording, you need to activate the function within the associated matter template. Navigate to Settings > Matters. Select the matter template you would like to enable time recording o…
Future dates can be calculated and saved to any of your Date or Date Time data markers based on another date saved to a matter. Great for when you are wanting to set a date as X number of days after…
The Data Extraction tool can be used to quickly locate information in files and emails and save it to the relevant data marker. Great for transferring information from data heavy documents such as th…
White labelling allows you to apply different branding to specific matters on your account. This is great if you work on behalf of other organisations, such as Estate Agents. Not all InTouch packages…
