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How to Add Your Client's Spouse to a File

Written by Zoha
Updated over a month ago
start iorad content - don't remove it

7 STEPS

1. Select the clients tab

2. Click on the three vertical dots

3. Click view global profile


4. Scroll down and click the drop down arrow under FLA Selection

5. Choose the correct spousal status statement


6. You can also view the spouse in associated contacts

7. Your client's spouse has now been added to the file!



Next steps: Go Live OR Practice

start iorad content - don't remove it


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