Manage the types of part of your folders

Manage the types of part of your folders

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 them (4).

1. 1. Access to the customization menu of game types

This settings menu is only accessible to users with aprofilewith the right "Access to the menu Customizable lists in settings" enabled.
  1. 1. 1. Appointments in theparameters of your session

  2. 2. Click on the menuCustomizable liststhen on the submenuParts of a file(https://secure.jarviscloud.fr/settings/matter/party/list)


2. Add new typologies of parts


You can add a new part type for your folders in two ways:
  1. Either directly when creating or modifying a file, in Step 2 "Parties" (2.1)
  2. Either via parameters (2.2)

2.1 Adding a new part type from a folder

To add a new game typology:
  1. 1. 1. Open the creation/modification page of a file, and go to Step 2 entitled "Parties"


  1. 2. In the "Add part" field type the entire name of the new part typology to add, and then click on the "Add..." text which appears just below


The new game type is recorded and you will find it in the settings (see point 2).

2.2 Addition of a new part type via settings

  1. 1. 1. Go to the customization menu of party types (see paragraph 1)

  2. 2. Click on the buttonAdd a part


  1. 3. Fill in the full name of the new game typology, then click the buttonConfirm


3. Edit a typology of party

  1. 1. 1. Go to the customization menu of party types (see paragraph 1)

  2. 2. Click on the buttonEdit(grey button with a pencil pictogram) to the right of the typology to be modified


  1. 3. Change the name and click the buttonConfirm


4. Delete a game typology

  1. 1. 1. Go to the customization menu of party types (see paragraph 1)

  2. 2. Click on the buttonRemove(red button with a trash pictogram) to the right of the typology to delete


Attention: It is not possible to delete a typology that is used in a folder.


    • Related Articles

    • Manage your folder types

      When creating or modifying a matter, you are asked to indicate the "nature" of the file. This may be its legal subject (administrative law, company law...), the type of file (internal, test...). You can at any time, via the settings (1), add new ...

    • Manage user teams

      theTeamsallow you to organize your company's Jarvis Legal users by team. Users added to a Team are automatically added to the Drive Stakeholder and Access List of all filesexistingfor which the team leader is a manager. Creating a team The user ...

    • Manage your company's name and coordinates

      This setting is only available to users with administrator rights. During the life of your business, its corporate name and principal address may change. You can update this information in Jarvis Legal at any time through your Settings. Go to your ...

    • Automatically create JarvisDrive subfolders

      This setting is only available to users with administrator rights. When youcreate a fileon Jarvis, a storage folder is automatically created in theJarvisDrive. Subfolders (sub-folders) can be created that will be visible in this file. For example: ...

    • Setting up a new user

      Add a new user See article "Add a new user". Determine user information Jarvis Legal users with aProfile User Profileallowing them to manage Users can at any time modify a certain amount of information: identity, hourly rate HT if applicable, user ...