Default Re: Lines

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.

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.

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