File Referrals

File Referrals are Folio Attachments and Cabinets that can be referred to another user within LawMaster for some specified reason. These File Referrals can be done using the context menu option available on selection of these items in their respective screens. 

In LawMaster, File Referrals can be accessed via the Referrals icon on the Lawyer’s toolbar. Referrals are included in the alerts system. 

When a user has unread referrals, an alert will appear in the application’s Alert toolbar, such as below:

NOTES

• Unread Items are highlighted in red colour in the ‘Referred To’ column. 
• If an item has been referred to multiple users and some users have a status of unread for that referral, then the ‘Referred To’ column will be highlighted in orange colour. 
• In the "Referrals" grid/tree, the second column shows the unread status of referrals to the user and has a caption of "Unread by You". This column is narrow and uses a mail inbox icon to indicate that the referral hasn't been read by the logged in user. 
• For a document to be referred it must be checked-in or if it is already referred, the Modify File Referral screen is displayed. 
• Only one document can be referred to at a time (Sweden version).