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CommunityHow do I automate the reference number from the other side to come up in a letter that I write to them?

How do I automate the reference number from the other side to come up in a letter that I write to them?

  • Toby O'Brien (Customer)

    You will want to insert the field [Organisation] Reference under Other Side Solicitor, and ensure the "Your Reference for Matter" field is filled out on the card for the other side solicitor within the matter.

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How do I automate the reference number from the other side to come up in a letter that I write to them?