2019
Jarvis - The new releases of spring 2019
The novelties of Spring New features have arrived!Find them below: 1. 1. New version of the Customer Portal Share a secure and unique space with all your customers! You now have the opportunity to share your documents directly fromJarvis Drivewith ...
Jarvis - New releases of June 2019
News of June New features have arrived!Find them below: 1. 1. Folders: adding a dashboard tab & adding mini widgets The pagefilenow has a new tab. In a single stroke, you will be able to view a summary of your financial activity. Adding 3 new ...
Jarvis - New products of July 2019
I'll be back The novelties of the summer New features are available in Jarvis! Discover below the latest developments: 1. 1. Improved currency management We have improved thecurrency managementeverywhere in Jarvis. You can now choose your currency: ...
Jarvis - New products of July 2019
News of July New features are available in Jarvis! Discover below the latest developments: 1. 1. Redesign of the page Provisions The provision creation page has been improved: You can now detail in your invoice:provisions on fees, fees and ...
Jarvis - New products from the 2019 new year
The novelties of the new school year We are pleased to share with you the arrival of new features in Jarvis. Management of activities Transfer of activities: you can now transfer unbilled activities from one folder to another in just a few clicks! ...
Jarvis - Fall 2019 New releases
The News of the Autumn 17.10.2019 Hello, We are pleased to inform you of the arrival ofnew features in Jarvis from today! 1. 1. Management of rights Right to display activities: a new right"Access to all file activities or contact" is now available ...
Popular Articles
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 ...