InTouch regularly updates your clients on your behalf by sending out the ‘Automatic Update Email’ template.

When?

Automatic update emails are triggered once a matter has been idle for at least 20 minutes after a task has been completed, or a new note is added to a task.

To Whom?

The automatic update email is sent to stakeholders who have:

  1. an email address
  2. are of a stakeholder type who can see the task that has changed.

Are Duplicate Emails Sent Out?

No.

Each update email collates all previous changes in the matter together since the client was last updated.

Can I Edit the Update Email?

Yes.

InTouch Automatic Update Email GIF

To update the email, click > ‘Settings’.

InTouch conveyancing software settings

Click > ‘Email Templates’.

InTouch conveyancing software email templates

Click > ‘Automatic Email Update’ to edit your template.

InTouch conveyancing software automatic email update

Click > ‘Save’.

Custom Task Email Templates

If your task is configured to send out a custom email then the `Automatic Update Email’ is not sent.

Can I View the Emails Sent Out?

When viewing a matter, click `Docs & Emails’ to see a list of all emails sent out for that matter.

InTouch conveyancing software Docs & Emails

Disabling Emails

InTouch Automatic Update Email GIF

Email updates can be disabled for a matter template.

To disable email templates, click > ‘Settings’.

InTouch conveyancing software settings

Click > ‘Matter Templates’.

InTouch conveyancing software matter templates

Click > ‘Edit’ on the one that you wish to change.

InTouch conveyancing software matter templates edit

Click > ‘Advanced’ and then untick the options to disable automatic email updates.

InTouch conveyancing software matter templates edit

InTouch conveyancing software matter templates edit

Click > ‘Save’ to save your template.