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FamilyPro
EvolveGo Integration
EvolveGo Integration
Getting Started
Enabling the FamilyProperty EvolveGo integration
Connecting an existing FamilyProperty Matter to EvolveGo
Admin & Settings
FamilyProperty - Editing Firm Name, Logo and Details
Access to the EvolveGo integration
EvolveGo Leads & Matters
Using FamilyProperty within EvolveGo Leads
Using FamilyProperty within EvolveGo Matters
Which FamilyProperty Matters get synced to EvolveGo?
What Matter data is synced between FamilyProperty and EvolveGo?
The Questionnaire
Sending the Questionnaire in EvolveGo
Opening, Resending and Completing the Questionnaire in EvolveGo
Parenting & Property Tabs
Accessing the Parenting Arrangements/Calendar in an EvolveGo Lead/Matter
Accessing the Balance Sheets in an EvolveGo Lead/Matter
Comparing Balance Sheet Versions in an EvolveGo Lead/Matter
Documents & Disclosure
Generating FamilyProperty forms and documents in an EvolveGo Lead/Matter
Accessing attachments for a Matter via the EvolveGo integration
Moving files from FamilyProperty's Disclosure Portal over to EvolveGo
Moving files from EvolveGo's Documents List over to FamilyProperty
EvolveGo FAQs
"I'm having troubles with the EvolveGo integration!"