Glossary

Here you can find a list of terms specific to InTouch. Select the name of a term to open the relevant help file.

Calculations	Formulas used to calculate values. The results can be displayed in documents, emails and quote calculator fees.
Contact	Your record of a stakeholder containing details such as name, email and correspondence address.
Contact Fields	A data marker created by your organisation to collect stakeholder specific information.
Custom Fields	A data marker created by your organisation to collect transaction specific information.
Data Helper	Templating code starting with a ’#’ symbol, used to output custom content.
Data Marker	Unique identifiersused to collect and recall information.
Data Types	The format in which data markers collect and store information, such as text, yes/no and date fields.
Forms	Our latest form builder, that can collect information, produce quotes, and ask for digital signatures.
Legacy Forms	A legacy version of our forms.
Integration	The use of InTouch within other programmes such as Microsoft Word and Outlook.
Label	Colour-coded tags which can be added to files for identification purposes.
Matter	A case file.
Matter State	The stage of a matter which can be set as Lead, Open, Completed, Closed, Archived, Aborted or Deleted.
Matter Template	Pre-configured settings and workflows for each of your matter types i.e. Purchase, Sale.
Portal	The InTouch system used by your stakeholders to stay up to date on their transactions. Featuring a real time task list and the ability to share notes and documents.
Stakeholder	A party/person/company invested in the matter.
Task	A reminder of actions that need completing in order to progress the matter.
Traffic Light	Automatic alerts that signify a matter requires attention.