Create document templates
Submission of document templates
Thanks to the Document Modes you will be ablemanage documents via Jarvis documentswho will haveyour layoutandwill be automatically filledthrough information extracted from your Folders, contacts or invoices. This feature is called the"Documentary ...
Access to document templates
In order to usemodels of documentsin Jarvis, it is mandatory that you have previously access to the "Access to the Document Models menu" right. 1. 1. Give access to the menu "Document templates" Click on yourNameat the top right then on "Parameters" ...
Transform a document in .doc format to .docx to import it into Jarvis
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". In order toimport templates of documentsin Jarvis, your models must imperatively be in .docx format. However, ...
Rename a document template
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". I'll be back Following theimporting a document into Jarvis, you need to rename a document template, follow the ...
Duplicate a document template
Afin to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". Duplicating a document template will save you time when tagging your documents. I'll be back 2 practical cases where ...
Delete a document template
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". To delete amodel cr crwhich you are no longer useful: Go to Settings Click onModels of documentin the menu on ...
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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 ...