2. Emailing features
Create an email and save it in draft
To create an email, go to the Mail menu. Click onNew mail Fill in the fields (recipient(s), people in copy, body of the mail,...) and add your attached parts if necessary (the total of attachments should not exceed 20 MB) [option] Combine your draft ...
Sort your emails in folders
To classifyyour emails sentor received in your files. From the menu Mails, Open an email by clicking on it Once the email is opened, in the block on the left titledAssociate to: type the name of your folder Select the folder by clicking on it Define ...
Save your emails and attachments in the Drive (Mails received and sent)
From your Receip Box or sent emails, you can save emails and/or attached directly into your Jarvis Drive. To save an email or attached parts, click on the "disk" icon in the icon bar above the body of your email, and select: "Save attached parts to ...
Request an email from a folder
You have the opportunity to re-read an email from thefile. To do this, go to the folder in question, then in the Mails tab, click New email: When you return an email from a folder, if you click in the "A:" field, the email addresses of the various ...
Save your emails and attachments in the Drive (New Email)
When editing a new email, you can save your email and/or attached parts directly to your Jarvis Drive. To save your email or attachments, activate the buttons to the right of the body of the mail: "Save attached parts to Drive": to save all your ...
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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 ...