Creating a mirror document

Arken makes it simple to create mirrored documents, these can be created for spouses or to duplicate existing documents.

Mirroring a Document for a Spouse

1. Once the initial document has been created, navigate to the Client Manager and find your client.

2. Under the heading "Spouse", click the 'Create' button to create their spouse as a client.

If the spouse has already been created, please skip to step 4.

3. You can then alter the details for the spouse you have created. Once you have filled in all available information, click "Update" to continue.

4. Under "Spouse", click "switch" to open the spouse's client manager. 

5. You can now follow the process to create a document for this spouse. Click the 'Add Document' to add a new document, and select the type of document you require.

6. Once the questionnaire opens, the "document details" tab will have an extra section with other documents that can be used to populate the current one. Choose the appropriate document, and select "Populate". Follow the prompts, and your document will populate with the chosen information.

Duplicating an existing Document

You may also want to create a new version of an existing Document for a client if the original is locked.

If you keep the Matter reference the same as the original, it will show a 'Version 2' in the client manager.

1. Please create a new document for this client.

2. Once the questionnaire opens, the "document details" tab will have an extra section with other documents that can be used to populate the current one. Choose the appropriate document, and select "Populate". Follow the prompts, and your document will populate with the chosen information.

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