Overview

This article will guide you through the options available in the automation settings area of the system settings.

Automation Settings

The settings are accessed from the home screen via the Settings/cog icon and the "Automation Settings" tab.

Firm Forms

This setting allows the firm to keep track of any changes made to precedent documents. Once this option is enabled, the users will be prompted to enter in details about the changes made any time that a precedent document is modified.

The users will receive the following prompt if the above is ticked. 

Electronic Service

If your firm uses electronic filing for forms, by checking this option your firm's email address will be loaded into any forms that allow e-filing. If the email address is not filled in the "Firm Service Email Address" box, this will not work as expected. 

Letters and Other Documents

This allows you to set if the firm should be known as "I" or "We" when referring to yourself in letters. Additionally, you can set how contacts such as organisations or law firms should be referred to in the salutation if they have been set up without any individuals added as contacts.