Referrals are a quick way to communicate documents internally between staff. For referring an entire Cabinet or Cabinet items, click on the ‘Refer to’ option on the context menu of the Cabinets grid/Items grid, as applicable.
Once the user has completed the File Referral screen, and referred the folio to the relevant user(s) within LawMaster, an Alert will appear on the recipient(s) tool bar.
| Field | Description |
| ID | System assigned referral identification number |
| File | Auto filled with the Cabinet that you selected to refer |
| Referred To | Select the LawMaster users that you want to refer the Cabinet to |
| Reason | Select the reason indicated in the ‘RR’ parameter. |
| Priority | Low, Normal or High priority. |
| Letter of Instruction | Link to a Folio detailing instructions for the referral. |
| Remarks | Free text details for the referral. |
| Delivery method | Method of referral sending; controlled by the Referral Delivery Method (REFI parameter). |
Updated