Child pages
  • How to Manage Companies in Mobile App




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives

Steps

Add New Company:
Anchor
1
1

To add a new company to your database in the App4Legal Mobile application, simply access the side menu by either clicking on the three-dashes button at the top left of the screen or swiping right.

...

  • Company Legal Type: You can specify the legal type of the company.
  •  Company Group: If the company belongs to a group, you can indicate it here. App4Legal allows you to add and manage groups.
  •  Nationality: Specify the nationality of the company.
  •  Foreign Name: If the company has a name in an alternative language, you can provide it here.
  • Reference Number: This field enables you to enter an alternative numbering sequence that can be searched and referenced when needed.

View Company Profile and Details:
Anchor
2
2

Once you have saved the company's information, you can easily access its details by clicking on the "Companies" button located on the main screen.

...

When accessing a company, you can check the company's details. For example, you can send this company an email or call them by just clicking on the buttons.Image Removed

Edit Company Details:
Anchor
3
3

You can also edit any details easily by simply clicking on the pen icon on the top right of the company details page, and do the needed modifications.

Image AddedImage Added

Manage Company Related Documents: 
Anchor
4
4

From the 3 Dots button options at the top right of the screen, you can add attachments, create folders, add reminders, and find related matters to this company.

Image Added

Additionally, the Documents page lets you manage the related folders and documents.

Via the plus button, you can create folders or add attachments. 

The 3 dots options next to each folder/file enable you to add more attachments, create folders, and rename or delete.

Image AddedImage AddedImage AddedImage Removed




For more information about App4Legal, kindly reach out to us at help@app4legal.com.

...