Before you start: Please note that permissions to your access profile may be required to carry out the following steps. Please confirm your access with your software administrator.
Identification number and document
The person file includes a section dedicated to the relevant identification numbers depending on the type of person: physical, legal/group or employee.
You can, of course, modify or add to this list of numbers at any time to suit your individual needs, using the Management of identification numbers tile on the Admin tab of the main interface.
Each number added to the person file can have a reference document attached (certain editions only).
There is no limitation on the type of document (.PDF, .TXT, .JPG, etc.).
When an ID number has no document, the icon is invisible. Scanning over with the mouse makes it appear.
Click on the document icon to open the browser and select the document to be attached.
Once the document is associated with the number, the icon becomes visible and a menu is associated with it in order to
visualize the document (.pdf only) with the JurisÉvolution e-reader,
download the document,
delete the document.
Only 1 document can be associated with each identification number.
The Eye icon in the top right-hand corner of the section menu can be used to open the dedicated 360 window for a wider view and easier handling when there are a large number of items.
Confidentiality of the identification number
It is obvious that certain information held by the firm about its clients must be concealed and accessible only to authorised employees.
As a result, an identification number can, if necessary, be defined as confidential. Employees who do not have permission to consult these confidential elements will see them displayed with stars (***).
The same applies to the document linked to the confidential identification number (if the software edition includes document management in the identification number).
To make an ID number confidential, simply tick the box in the Management of identification numbers tile on the Admin tab of the main interface.
Permission related in profiles
Group Peoples / Access to personal information
As a result, users do not have the right to see confidential identification numbers.
