Files > People on a File > Assigning a Person to the File

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Assigning a Person to the File

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At any time, you may add or remove Firm Members or Clients on the File. Any Contact you assign to the File is automatically assigned the "Client" Role on the File (and assigned to the "Clients" Contact Group), and you can then edit the bills section below their Business Card to specify whether and how bills should be sent to them.
 

Related Topics

• People on a File

• Specifying a Client's billing information on a File

• Specifying information for a Firm Member on the File