Default Re: Lines can be set in Matter Configuration.
How to 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, click "override" in the Matter Details Re: Line dialog box and enter your desired Re: Line.
