Adding a party's Matter Reference (Your Ref)

A Matter Reference is also often referred to as Your Ref.  To enter another party's Matter Reference, follow the steps below.

Table of Contents

• Add a Matter Reference to a new Contact
• Add a Matter Reference to an existing Contact

Add a Matter Reference to a new Contact

To add a Matter Reference on a matter while entering a new Contact Card:

1.    Enter the details of that Firm/Business/Organisation, including a Contact person.

2.    Click Save.

3.    Re-open that Contact person in your matter by hovering over that Contact and selecting the Pencil icon.

Tip:  For Organisation type contacts, select add reference.

4.    Add the party's Matter Reference into the Matter Reference field.

5.    Click Add.

Add a Matter Reference to an existing Contact

To add a Matter Reference on a matter with an existing Contact, refer to Step 3 and Step 4 above.