How do I create Local Document Policies?
Local Policies Create a module specific Document that is required for Compliance. Steps Click the Contacts, Relationship, or Entities menu option on the left. Click on Date tab on the top right navigation tab. Click , in the pop-up window, add details, set reminders, and the recurrence. Click the Document Policy sIider the add the Policy’s name,…
How do I manage Reports?
Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships. Where can I find my Reports? Click the Reports menu option on the left. Select the Report You need to look into like the: Relationships Report Entities Report Contacts Report Entities and related Contacts Report Share Class Report How…
How do I add dates to Relationships?
To keep the track of the date-based commitments, due dates, or just simply record date for your Contact, Document, Fee, Relationship, or Entity there are a few ways to add one. Method 1: Click the Relationships menu option on the left. Click on Date tab on the top right navigation tab. Click , in the pop-up…
How do I add dates to Contacts?
To keep the track of the date-based commitments, due dates, or just simply record date for your Contact, Document, Fee, Relationship or Entity there are a few ways to add one. Method 1: Click the Contacts menu option on the left. Click on Date tab on the top right navigation tab. Click , in the pop-up…
How do I add dates to Entities?
To stay up-to-date with all of your appointments and due dates, there are a few ways to add events.