Objectives
- Link a person/ matter/ contract related to the person
Steps
Persons tab is used to keep track of Persons related to a Person.
Persons related to the Person are present with their information in the Persons module.
To relate the person, you can simply write the person name and then press on Add Relation Button.
Matters tab is used to store matters related to the person.
To relate the matter, you can simply write the matter name and then press on the Add Relation button.
To the right, we have the Export button option, which allows you to export all the matters related to the person to Excel.
Contracts & Documents tab is used to keep track of contracts related to a Person.
To relate the contract, you can simply write the contract name and then press on Add Relation Button.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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