As part of the matter set up, the system will generate a UFN number for you. Follow the steps below:
When you have created your matter, ensure you are in the file history of the matter. We are going to be running the file label for the matter which will generate of UFN number
Under the file history select the option for View workflow.
Double-click on the template named File Label.
Click in the field for File No and press on the Tab button on your keyboard until you get the UFN date pop up
Enter the UFN Date press OK
This will now generate the UFN number onto the file label for you
Click the OK button again to close the file label screen
Ensure the Client Initials are on the matter
You can now come out of the Workflow by clicking back on the File History button. The UFN number created has now been populated into the relevant places on the matter