Adding a party's Matter Reference (Your Ref)

To enter another party's Matter Reference, often referred to as 'Your Ref' in correspondence, follow the steps below. 

Add a Matter Reference to a new Contact

To add a Matter Reference on a matter while entering a new Contact Card:

  1. Enter the details of that Firm/Business/Organisation, including a Contact person for that organisation, then Click 'Save.'
  2. Re-open that Contact person in your matter by hovering over that Contact and selecting the 'Pencil' icon.
    For Organisation-type contacts, select Add reference:
  3. Add that party's Matter Reference into the Matter Reference field and Click 'OK.'

Add a Matter Reference to an existing Contact 

To add a Matter Reference on a matter with an existing Contact, refer to Step 2 and Step 3 above. 

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