Add Default Re: Lines

Available on Smokeball Grow and Prosper+

If you regularly use the same format for the re: lines for your firms email communications, you can create default re: lines.

Default Re: Lines can be set in Matter Configuration.

Create a Default Matter Type-Specific Re: Line

Navigate to the RE: LINES tab when adding a new Matter Configuration.

    1. Search for the specific field(s) you want inserted into the regarding line
    2. Select Insert to add the text
    3. You can add additional information or edit the text by working in the body of the tab

Select Save to finish or move to additional tabs in Matter Configuration.

Did You Know

To override a matter type Re: Line for a specific matter, select Override in the Matter Details Re: Line dialog box and enter your desired Re: Line.

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