Adding an Agent to a Jurisdiction
Secretariat allows you to track contact information for an agent association with a jurisdiction.
To Add an Agent to a Jurisdiction:
- Open the Jurisdictions module and add a new jurisdiction or edit a jurisdiction record.
- In the Jurisdictions Edit Mode, click on the Agents tab.
- Click the
New button.
- Click the
button next to the Agent Name text box to select an entity or person from the Entities List page.
- Enter other information as needed.
- Click
Save.