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Add a legal person

How to add a new legal person?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a week ago

Feature available for all editions of the software.

Step 1: Click on the "Persons" tab in the main menu.

Step 2: Hover your mouse over the "+" icon located at the top right to make the menu appear.

Step 3: Select "Legal person" to add a new legal person.

Step 4: Add the information and contact details for this new legal person.

Step 5: Click on the green check mark to save and complete the creation of the new legal person.


Results :

  • A new legal person is created

  • The new legal person can be used to create a new client, employee or supplier

  • The new legal person can be added as a reference person or as a participant in a matter

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