InTouch regularly updates your clients on your behalf by sending out the ‘Automatic Update Email’ template.
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.
The automatic update email is sent to stakeholders who have:
- an email address
- are of a stakeholder type who can see the task that has changed.
Are Duplicate Emails Sent Out?
Each update email collates all previous changes in the matter together since the client was last updated.
Can I Edit the Update Email?
To update the email, click > ‘Settings’.
Click > ‘Email Templates’.
Click > ‘Automatic Email Update’ to edit your template.
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.
Email updates can be disabled for a matter template.
To disable email templates, click > ‘Settings’.
Click > ‘Matter Templates’.
Click > ‘Edit’ on the one that you wish to change.
Click > ‘Advanced’ and then untick the options to disable automatic email updates.
Click > ‘Save’ to save your template.