Skip to main content

Accessing the Balance Sheets 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 Balance Sheet/s from your EvolveGo Lead/Matter:

  1. Open either a:

    • 'Family' Lead, or

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

  2. Click on the 'Property' tab

  3. You can work on the Balance Sheets from here! (If you need to show/hide the left hand menu to jump between the different Balance Sheets, just click on the menu expand button.)

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

Property