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Getting Started
Welcome!
Glossary
Home page overview
Home page overview V2
Matter overview
Stakeholder overview
Calendar overview
Matters
Matter states
Adding a new matter
Tasks on a matter
Folder tab
Folder trash can
Documents on a matter
Emails on a matter
SMS on a matter
Email delivery reports
Forms on a matter
Notes on a matter
Attaching files to a matter
Attaching emails to a matter
Data on a matter
Ordering third party services
Chain view
Locking matters
Matter history
Changing matter templates
Automated email settings
Exporting a matter
ITR codes
URL linking
Contacts
Contacts
Creating new contacts
Editing a contact's details
Creating a new contact field
Merging contacts
Using contact field definitions
Exporting contact card data
Contact history
Staff And Teams
Setting up new staff members
Roles & permissions
Accessing InTouch
Teams
Disabling access
User login records
Form Widgets
Forms V2
Creating a form
Editing a form
Form steps
Form functionality
Quote tables
Form conditions
Form actions
Form submission reviews
Embed an InTouch Form in your website
Legacy Forms
Editing a legacy form
Legacy form fees
Legacy form settings
Embed an InTouch Legacy Form in your website
Introduction to forms
Form automation
Templates
Matter Templates
Matter templates overview
Creating a new matter template
Custom fields
Stakeholders
Tasks
Advanced
Email templates
Document templates
SMS templates
Letterheads
Adding data markers and helpers to PDFs
Template Configuration
Data Helpers
Introduction to data helpers
#if, #elseif and #else
#question
#datetime
#foreach
#lowercase, #uppercase, #titlecase
#partial htmlquotetable
#groupedhtmlquotetable
#uksdlt
#partial EnglandResidentialSDLT
#calc & #var
Data types
Data markers
Land registry fees
Signature position markers
Like A Pro
Managing alarms
Assigning files for review
Mentions
Adding signatures to documents
Traffic lights
Labels
Creating links
Esignatures - Documents
Esignatures - Forms
Conditional tasks
Not applicable tasks
Time recording
Setting future dates
Extracting data
AI Assist
White labelling
Reports
Accounting Reports
Introduction to accounting reports
General ledger report
Anticipated postings report
Matter balances report
Invoices report
Receivables report
Conversions report
Matters report
Matters report (legacy)
Contacts report
Custom data report
Timeframe report
Weekly key dates report
Matter state reports
Tasks completed report
Tasks outstanding report
Tasks breakdown report
Tasks comparison report
Form submissions report
Stakeholder tracking reports
Time recording report
Saved reports
Portals
Configuring the stakeholder portal
Using the stakeholder portal
How stakeholder's use the InTouch portal
My Account
Security
Two-step authentication
Change password
Notification settings
Advanced Organisation Settings
Aborted matter reasons
Archiving
Automatic matter references
Organisation settings
Notification Email Addresses
Outlook Subject Convention
Client Accounting
Client accounting introduction
Connecting Xero
Ledger and accounts notifications
Recording a receivable
Receivable templates
Automatically creating receivables
Receivable actions
Raising a client invoice
Client invoice actions
Raising a credit note
Raising a supplier bill
Supplier bill actions
Supplier bill import
Default due dates
Ledgers
Disconnecting Xero
Contact linking with Xero (Clients)
Contact linking with Xero (Suppliers)
Integrations
Microsoft Exchange Server integration
Microsoft Exchange Server 2010
Microsoft Exchange Server 2013
Microsoft Exchange Server 365
Microsoft Outlook integration
Microsoft Word integration
Google Workspace Server integration
Google Workspace - Gmail Add-On installation
Api And Webhooks
API
Webhooks
Form completion webhook
Troubleshooting
Troubleshooting Matters
My task notes are not visible to a stakeholder
Contacts
Contact is linked with incorrect matters
Troubleshooting Templating
#groupedhtmlquotetable is not displaying correctly
Data is not pulling through into my template
Troubleshooting Document Templates
Letterhead not displaying correctly
Word formatting issues
Troubleshooting Forms
Blocked Form Submission
Troubleshooting Esignatures
\"The document you requested could not be found. It may have been revoked by the sender, or you are not a signee.\"
\"The document is not available to sign\"
Client Accounting
Error Messages
Portal
Common user issues
I'm stuck in the client area
Troubleshooting Outlook
Outlook plugin load behaviour
Outlook Addin button disappears
Fixing \"Specified Argument was out of range of valid values. Parameter name: entryvalue\"
Email size limit
Troubleshooting Word
Word plugin - common issues
Word document: removing protected view/editing
Disable \"Open in Word\" popup in Chrome
Miscellaneous
Forgot password
I can't access InTouch
Installing Adobe Reader
\"This content is blocked. Contact the site owner to fix the issue\"
I'm being logged out of InTouch
Email Banner and Portal Branding
Introduction
Firm Setup
Setting up your firm
DNS records
System Information
Minimum system requirements
Supported file types
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Disconnecting Xero
You can disconnect your Xero account from InTouch at any time:
Within InTouch, navigate to
Settings
>
Accounts
>
Xero Connection
Select
Disconnect Xero
Confirm
