Actions

Options available from the “Actions” menu within the Conveyancing Module include:

• “Accounts Enquiry” – accesses the accounts ledger for the matter.

• “Quick Letters” – to produce a quick letter (normally produced through the Agendas and not through Quick Letters).

• “Produce Document” – to produce a document from the standard list of documents contained within the Conveyancing Module.

• “Produce Forms” – to produce a form from the standard list of forms contained within the Conveyancing Module.

• “Remove from Module” – to remove the link between this matter and the Conveyancing Module.

• “Document Scanning” – allows scanned documents to be added to the history in the “Document” tab.

• “Add Matter to favourites” – Also available through the Matter screen, use this feature to save this matter as a favourite, it can be displayed on My home page and a gold star will identify that the matter has been added to the favourites list.