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

  1. To add a Matter Reference on a matter while entering a new Contact Card, first 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.
  3. Then simply 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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