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:
- Enter the details of that Firm/Business/Organisation, including a Contact person for that organisation, then Click 'Save.'
- 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:
- 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.