Click > 'Matters'.

InTouch conveyancing software edit a matter

Click the matter that you wish to update.

There are numerous areas that can now be edited. For example, the left side panel will enable you to edit the details relating to: ‘State’, ‘Address’, ‘Purchaser’, ‘Vendor’, ‘Estate Agent’, ‘Otherside Solicitor’, ‘Other Stakeholder’, ‘Mortgage Broker’ and ‘Fee Earner’.

InTouch conveyancing software edit a matter

To the right of this panel is a menu that allows the editing of data relating to the following subheadings: ‘Tasks’, ‘Notes’, ‘Data’, ‘Docs & Emails’, ‘Searches’, 'Ledger’.

InTouch conveyancing software edit a matter