This article explains how to add a new Deed in Unity® Practice Management.
Add a New Deed
To add a new Deed, follow the steps below:
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Click View Deed on the Case Summary screen
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Click the New Deed link
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Enter the following details:
- Deed details
- Member/Contact details
- Deed address
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Once done, click Submit
Click on the image to enlarge
Edit Deed
- Click Edit
- Update the Deed details
- Click Submit, and the details will be updated.