How do I indicate if a client has a marriage, cohabitation, separation or divorce agreement?
If you are adding the spouse to the family tree:
- Go to the "People" tab and click once on the client's icon to ensure it is surrounded with the blue circle.
- Go to the "+Add" button, go to partner, and select the relationship type of the partner you would like to add.
- Click the checkbox to indicate there was an agreement in place.
- If you would like, enter the date of the agreement by typing it in (mm/dd/yyyy) or selecting it from the calendar.
If you are doing a spouse client file and the spouse is already on the family tree:
- Go to the "People" tab and double click on the client's icon to edit.
- Scroll down to "Direct relationships" and click to reveal.
- Click the three dots on the right side of the spouse and select "edit"
- Choose the correct relationship from the drop-down menu (Partner, Engaged, Married, Divorced, Widowed or Separated).
- Click the checkbox to indicate there was an agreement in place.
- If you would like, enter the date of the agreement by typing it in (mm/dd/yyyy) or selecting it from the calendar.
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