Adding Legal Guardian to File

• If the client is a minor, i.e. if the client’s age is less than 18, then you will need to enter and save the information about his or her legal guardian.
• You can add this information about the legal guardian by:
• Searching the name of the client whose information about the legal guardian has to be added.
• Click on the Demo tab.
• Go to end of the page to the relationships section.
• Not that in this example several relationships are already defined.

• Click the +Add button to add a relationship.

• Clicking on the Add New Relationship button will generate the following form.
• Fill out the information of the guardian.
• Check the Legal Guardian check box.
• And "Create Relationship" to complete