How-To Client Adding Family Members
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How-To Create And Link Family Members
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: How to select User and Billing Roles Page: How-To Autocomplete Search Page: How-To Sending ...Add Joint Sponsor
How to add a Joint Sponsor to an existing case? Adding a Sponsor to a case is easy and allows the user to assign a form to that person. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...Maximum File Size Uploading To Documents
30MB is the maximum file size when uploading documents. Related articles Page: Error uploading a Document Page: How-To Client Phone Wizard Page: How-To Document Requests Page: Character Limit For Email Addresses And Phone Number Page: Maximum File ...Add a Family Member as a Derivative to an Existing Case
How to add or delete a Derivative to an existing case? After the case is created, the a Family Member, who is a Derivative, can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and ...How-To Outlook Add-In Minimum Version
The CampLegal Add-In for Outlook enables users to link emails to cases in CampLegal platform. Using this Add-In, users can create new emails, link/unlink specific emails to a case and all incoming emails in a conversation will be automatically linked ...