Recent Articles
Duplicate an activity
You can Duplicate or delete an activity from your Matters or Contacts. Given that your activities are not billed or not comprised in a proforma, click on the actions button "...", then click on "Duplicate" The activity is then duplicated with the ...
Create a multi-clients matter
The principle of creating a multi-clients matter is similar to Creating a single-client matter. The only difference that you will need to add each of your client as a "Client" in the matter. You can create a matter with multiple clients: Either by ...
Videos - Connecting the Microsoft drive to Jarvis
Watch this video to understand how to set up your Microsoft drive and connect it to Jarvis:
Enable and use multi-factor authentication
Enable multi-factor authentication: 1. See you in themSettings of your session, in the "My profile" section 2. Dyears the insert."Security," cClick on the cursor in front of"Multi-factor authentication." →The cursor turns green, and a window opens. ...
Presentation of the asset creation form
From the Assets tab of a contact, click the buttonAdd a credit noteTo create a new asset: The following window opens: The form consists of the following: Part 1: General credit information (proforma number, currency, billing institution, billing ...
Popular Articles
Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...