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  • How to Link a Person/ Matter/ Contract to a Company




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Objectives

  • Link a person or a matter ,  matter, or contract related to the company

Steps

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To relate the person, you can simply write the person name and then press on Add Relation Button.

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From the Actions button, you can export to excel the company-related persons.

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To relate the matter, you can simply write the matter name and then press on Add Relation button.

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You can also export to excel the company-related matters from the Actions button.

Contracts & Documents tab is filled automaticaly as long as the company has been linked to a contract.

To relate a contract, you can simply write the contract name and then press Add Relation button.

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For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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