Branches (Administrator)
When a firm has more than one Branch these will be set up from the Options menu within the Firm section. This will usually be managed by your Business Consultant.
In the simplest application this will allow users to select the applicable branch that a matter is based at, allowing for branch specific reporting and searching.
There are several other applications to using Branches within Redbrick. Each branch can be set up with their own custom fields (to collate any extra required information), their own letterhead, and their own ID points for third party / search providers.
The most common customisation is to set different letterheads for each branch. Provided you have created these within the Documents section of the Options menu, they can be selected against the branch within the Document panel.
These letterheads will then pull through into documents generated when the branch in question has been set against the matter.
An alternative use for Branch specific settings would be if each branch has a list of people who are authorised signatories and you want certain letters to ask you which signatory should be inserted into the signature block (so that they can then sign it later). If we create a custom list within the Branch settings and use the applicable token within the letters in question, then on generation of the letter you would be prompted as to who the authorised signatory should be.
Due to the ability to add custom fields to Branches there is a lot of potential for branch by branch customisation. For assistance in working through specific scenarios please reach out to your Business Consultant.
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