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CommunityIs there a way to have matter numbers printed on emails initiated in the matter? When opening a matter, Leap gives me the option of a second line in the re which I use for matter/file numbers, but this does not print on emails. Any way to make this happen

Is there a way to have matter numbers printed on emails initiated in the matter? When opening a matter, Leap gives me the option of a second line in the re which I use for matter/file numbers, but this does not print on emails. Any way to make this happen

Shelly Abrams (Customer) asked a question.

Is there a way to have matter numbers printed on emails initiated in the matter? When opening a matter, Leap gives me the option of a second line in the re which I use for matter/file numbers, but this does not print on emails. Any way to make this happen

  • Dear Shelly,

     

    Thank you for your question. The Re: line is primarily used for templates. You can create an email template with the matter number in the subject line. To do this:

    1. click Forms & Templates in any matter > Select the folder you would like to put this template in. You can do Practice Management > Accounting > Accounting if you want the email templates to be with the invoice templates.
    2. Then right click in the template list and select new Outlook template.
    3. Edit the template and Save and Close
    4. Double click the template from the template list to start creating a new email.

     

    Kind regards,

    Misty Petty

    LEAP Help Desk Technician

    Expand Post

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Is there a way to have matter numbers printed on emails initiated in the matter? When opening a matter, Leap gives me the option of a second line in the re which I use for matter/file numbers, but this does not print on emails. Any way to make this happen