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Accessing the Parenting Arrangements/Calendar in an EvolveGo Lead/Matter

Updated

When using FamilyProperty via the EvolveGo integration, the User Interface (UI) differs slightly than when using FamilyProperty via a web browser.

 

To access the Parenting Arrangements/Calendar from your EvolveGo Lead/Matter:

  1. Open either a:

    • 'Family' Lead, or

    • 'Children' or 'Children & Property' type 'Family' Matter

  2. Click on the 'Parenting' tab

  3. You can work on the Children & Parenting sections from here, as well as make adjustments to the Scheduling Calendar and/or Parenting Arrangements as needed.

    To access FamilyProperty generated documents, just click on the ‘Smart Forms’ button!

Parenting