Joint Client
About Joint Client
When you create a new Client, you can add a Joint Client as well. In addition, you can add as many Joint Clients to a Client’s profile.
A Joint Client can be created as an Individual or a Corporation.
Who can use the add joint client feature
• All users who have access to Danalix application.
• Joint Client feature is available with all Danalix subscription plans.
How to Add a joint client
After you create a new Client, you can “Add a Joint Client” by going to:
Step 1 - Clients & Matters sidebar menu
Step 2- Clients tab
Step 3 - Find the Client’s Name if it is not immediately viewable
Step 4 - Actions menu
Step 5 - Add Joint Client
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Step 6 - From the pop-up screen, click “Create New Joint Client”
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Step 7 - From the “Add Joint Client” screen displayed next, complete all the required form fields and click save.
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How to Delete a joint client
Unfortunately at this time you are not able to delete a joint client.
How to View a Joint client information
Go to:
Step 1 - Clients & Matters sidebar menu
Step 2- Clients tab
Step 3 - Find the Client’s Name, if it is not immediately viewable
Step 4 - Client Actions menu
Step 5 - View Joint Client
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Step 6 – From the Joint Client list provided, find the joint client you want to edit
Step 7 – Joint Client Action menu
Step 8 - Edit
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How to Edit a joint client information
Go to:
Step 1 - Clients & Matters sidebar menu
Step 2 - Clients tab
Step 3 - Find the Client’s Name, if it is not immediately viewable
Step 4 - Client Actions menu
Step 5 - View Joint Client
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Step 6 – From the Joint Client list provided, find the joint client you want to edit
Step 7 – Joint Client Action menu
Step 8 – Edit
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Step 9 – “From the “Update Joint Client Information” screen, make your changes and click “update.”
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Updated on: 08/02/2023
Thank you!