How to manage your partners?

Objectives

• Manage Partners 

Steps

You can add partner by clicking on the partners in the main menu, a drop-down list will appear, click on add new partner or via the actions button add new partner.

There are 2 mandatory fields: Supplier name and account number.

• Partner name: A partner in App4Legal can be a Company or a Contact.
• Account number: you can add or edit the account number from the billing settings.

A Partner in App4Legal can have several accounts with the same or different currency. In order to manage Partner Accounts, go to the Partner grid and click on the Partner Name. A table of all the available accounts is displayed. You can add a New Account from the button on the top right.

An Account can also be added from the action wheel next to the Partner in the Partners grid.

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

Thank you!