How to Add a Contact in a Transaction
When in the transaction profile:
Go under the “Contacts” tab.
After jotting down the contacts information in the designated space, the dropdown list should provide you the corresponding lawyer’s information base on the search criteria.
Then click on “Add” beside the designated Area
Please note that the contacts information could be looked up by name or a 5 digit number.
Sometimes from the dropdown list, the contact’s information could also not be there, and this could be because the contact’s information is not saved yet on our platform. In this case, then you will need to add the contact as an unlisted contact as shown below :
Good Job, now that you have added the contacts to a transaction, you will be able to refer to it at anytime within your transaction section.