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Associate profiles and parallels
Associate profiles and parallels
Martina avatar
Written by Martina
Updated over a week ago

parallels are the most "dynamic" or "transactional" part of Parallel, you use them when you need to complete a process.

profiles are the more "static" part of Parallel. It allows you to create different types of profiles for your legal team in which to store information and set up alerts.

But these two concepts are usually connected 🔗 For example, when you have 3 parallels with a client, you might want to have them associated to the client's profile, so you can find everything about it in one place. With the associations between parallels and profiles, you can do it! 🎉

You can associate parallels and profiles from 2 different places, depending on what you are doing in Parallel:

1️⃣ Associate a parallel and a profile when you are reviewing a parallel

If you are reviewing the information of a parallel (in the REVIEW tab) you will see the Associate profile button.

Select this button and choose the profile to which you want to associate the parallel. From this button you can also create a new profile.

You will see that when you select the Associate button, the profile will open on the right side of your screen so that you can easily fill in its properties.

🪄 Fill in the profile properties easier with the information in your parallel

If you want to complete the profile data with the parallel data more quickly, here's a trick! ✨

If the Unique Identifier of the profile type property and the Reference of the template field are similar, when completing the profile, you will see as suggested content the answer of the field of that parallel.

How can I set it up❓ If you are an administrator of your organization, go to your User Menu > Organization > Profiles. Select any Profile, choose a property and go to Edit property. You will see that in the window that opens there is the Unique Identifier.

Now go to your template, go to Edit Template and go to the Field Settings, there you will see at the bottom, the Reference.

When you go to complete the profile property that has a Unique Identifier with information from a field in the parallel that has a similar Reference, it will come up as suggested information. Here is an example:

2️⃣ Associate one or more parallels to a profile, from the profile tab

If you are in Profiles and you have already created a profile to which you want to associate certain parallels, select it.

Once selected, you will see in the table at the bottom right the ➕Add parallels button.

Choose the parallel you want to associate and click Associate.

⚠️ Here you will see how important it is to name the parallels you create in order to find them easily.

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