Custom lists
Manage the titles of your contacts
When creating contacts such as "Nobody" you have the possibility to fill in the "Title" field. You can at any time via settings (1) add new folder natures (2), change existing natures (3), or even delete them (4). 1. Go to the customization menu of ...
Manage your matter practice areas
When creating or modifying a matter, you can enter the "nature" area of this matter. This may be its practice area (administrative law, company law...), the type of matter (internal, test...). You can at any time, from the settings (1), add new ...
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 activities
Attention(in French):This setting is only available to users with administrator rights (see articleChange your users' profile - Jarvis Legal Help Center). You can edit or delete activity categories(Time, Services, Fees and Discounts) from ...
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 ...
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 ...
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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 ...