Objectives
- Link a person, matter, or contract related to the company.
Steps
The Persons tab is used to keep track of Persons related to a Company. For example, the CEO, the Lawyer of the Company, or other employees. Persons related to the Company are present with their information in the Persons module within the Contacts which will be covered next.
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Contracts & Documents tab is filled automaticaly automatically as long as the company has been linked to a contract.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legal.com.
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