To attach an email, InTouch first needs to know about this email and know how to identify the matter that this email belongs to.
Do not worry, the Outlook plugin will do this for you. Simply click ‘Select Matter’ when sending any emails and follow the popup on screen.
The ITR code is a reference in an email’s subject line to identify which matter that email should be attached to.
An ITR code will look like this ‘[ITR:AAAA-BBBB]` and is usually placed at the end of your subject line.
Please note: If you delete the ITR code from the subject line, the e-mail will not attach to InTouch.
When you click the InTouch logo when attaching an e-mail or sending a new e-mail, the email address [email protected]` will appear in the bcc area.
This ensures InTouch knows about the e-mail and allows it to become attached to the matter on InTouch.
Please note: If you delete the email address from the bcc area, the email will not attach to a matter on InTouch.
Any attachments included in emails sent to [email protected]` with a valid ITR code will automatically be added to the matter as within its Docs & Emails’ tab.
Only emails from registered domains will be attached to matters. To register your domain please contact [email protected]
Note that if the ‘From Address’ of an email is not registered, InTouch will attempt to also check the domains of any ‘To Addresses’ to see if they are registered for the organisation that owns the matter referenced by a valid ITR code in the subject.