1. Emails and calendars setup and sync
Sync your calendar
Your mailbox mustto beconnected pto sync your calendar. Only calendars associated with your email address cannot be synchronized. I'll be back To sync your calendar: Appointments to yourParameters Click onMails & Calendars Once your mailbox is ...
Connect your mailbox
1 Connecting e-mail to Jarvis Legal To connect your mailbox,appointments in the settingsin the Synchronizations menu: Click onConnect an account: Enter theemail addressof the calendar you want to sync Click onNext Select your e-mail host from the ...
Sync your mailbox & email options
After havingconnected your mailbox, it should be synchronized: I'll be back Appointments in theParameters Click onSynchronization Click Sync Emails: The options: Content to synchronize: you have 2 possibilities: By checking "Only the messages ...
Create a signature
After havingconnectedandsynchronizedyour mailbox in Jarvis, you can create your signature, Go to the settings, in the Mails & Calendar menu andn bottom of the page: I'll be back The signature will appear on alle-mails sentor transferred. It is ...
Connect your mailbox
Appointments inyourParameters In the menu on the left select thesection “Mails & Calendars†Click on thebutton “connect this account†If you have attached emails or calendar events to folders or contacts, you will have the opportunity to choose ...
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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 ...