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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. ...
Add New User To My Account
To add a new user to your account. Please email support@camplegal.com the following information. User Details: Name (first/last): Email: Title: Receive Text Notifications (yes/no): User Role: Billing Role: User Roles: Admin - Access to everything. ...
Add or Delete a Beneficiary to an Existing Case
How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...
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 ...
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 ...