Create/modify the parts of a File
You can create/edit the Parts of a File:
- Thecreation of the Dossierin Step 2
- When youedit a Folder
When you are on the Parties' edition page:
- If not already add thefirst Client of the File
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- Indicate thetype of contactby clicking on the appropriate pictogram:
if it is a "No one" contact (natural persons)
in the case of a contact "Organization (entity or legal person)
- Type the name of the client in the "Contact Name" field.
Then there are two options:
You have already created the customer's contact form in Jarvis
â†' It will appear in a suggestion list below the field, and simply click on it to add it.
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You have not yet created the customer's contact form in Jarvis
In this case type the name of the entire client and click "
Add a person..." (if you indicated that it was a Person contact) or "
Add an organization..." (if you indicated that it was an Organization contact) below the field.
Note: You can then, once the Folder is created, return to its file to complete it.
- [optional] Fill in the client's "File Reference"
Example: a client claim number to the opponent.
- [optional] Add customer-related contacts
Example: the equal representative, the billing contact...
- Add another Party to the File
- Click on the field "Add a part"
- Choose the Party to add:
- First option: Select one of the suggestions from the list (new Client, opponent, opposing lawyer, Expert, Bailiff, Jurisdiction, Notary)
- Create a new typology for your business: read the articleAdd a new part type for your folders
- Fill in the information from the new Party as you did for the first Client of the File (see above)
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