Understanding the Families Page and Tabs

This guide shows how to access and use the Families page to quickly find a company and reach all family-specific tools (data, files, contacts, notebooks, ownership, insurance, loans, accounting, revenue ops, and ownership tree) from one menu. It explains practical actions—uploading and editing files, adding contacts, scheduling tasks, configuring ownership/capital stacks, and managing insurance, loans, billing, and compliance—so you can efficiently manage every family’s records and workflows.

34 steps

Families Overview

Select **Families** from the navigation menu.

Families Overview

How to Navigate to the Families Tabs

Locate the preferred family.\ \ **NOTE:** You can locate the company quickly by searching for it.

Select the **three-dot menu** to the right of the family to access the family tabs.

Once a tab is selected from the three-dot menu, all family tabs will be available across the top. Use the tabs to navigate to specific information for the selected family.

Family Data Tab

To edit the family's data information, select the **Family Data** tab.

Related Tutorial(s): [How to Add and Edit a Family](https://support.raamp.com/wiki/272)

Addresses Tab

Select Addresses to view **locations** and **location-specific** phone numbers. This tab stores physical or mailing locations associated with the family, such as: - Billing address - Mailing address - Physical address Each address can include its own phone number. For example, the billing phone number shown on the Addresses tab is the phone number associated with that billing location.

Files Tab

Select the **Files tab** to upload and view all files for the family.

Files Overview

Remember to upload files by affiliation - tied to its specific company, property, family, tenant, or contact so it stays connected.

To upload a new file for the tenant, select **Click or Drop Files Here.** **NOTE:** You can also drag and drop a file from your computer to the files interface.

To edit a file, select **the file** or the **edit** icon.

Once a file is selected, the file's edit interface will open. From here, you can complete various tasks like requesting a signature, adding notes, reviewing the file history, etc.

Related Tutorial(s): [How to Add, Delete, & Manage Access Options for File Folders](https://support.raamp.com/wiki/44)\ [How to Follow a Folder & Receive Notifications](https://support.raamp.com/wiki/215)\ [How to Note Missing Files](https://support.raamp.com/wiki/193)\ [How to Upload Missing Files and Supporting Files](https://support.raamp.com/wiki/240)\ [How to Add a Key Date to a File](https://support.raamp.com/wiki/159)\ [How to Share Files](https://support.raamp.com/wiki/74)\ [How to Upload Files from a Phone Camera/Photos](https://support.raamp.com/wiki/75)\ [How to Upload File Revisions and Preserve Prior Versions](https://support.raamp.com/wiki/253)\ [How to Create and Send Signature Requests](https://support.raamp.com/wiki/133)\ [How to Set Signing Order](https://support.raamp.com/wiki/107)

Contacts Tab

To view or add family contacts, select the **Contacts tab.** This tab stores **individual people** connected to the company, such as: - Billing contact - Primary contact - Legal contact - Emergency contact - Other contacts Each person can have their own name, phone number, email address, title, and other personal details. For example, a billing contact might be Wendy Sailor, with her direct phone number and email address.

You can add a contact two ways: Select **New Contact** or select the **type of contact** you want to add.

Select the **type of contact** from the dropdown menu > Select a **point of contact** from the dropdown menu or enter a new contact's name and select Add XXX.

Select **(edit)** to enter the contact's information.

Select **Save.**

Enter the **contact's information** > Select **Save.**

To edit a contact's information, select the contact's **edit** icon.

To delete a contact's information, select the contact's **red x**.

To download the contact's information, select the **vCard** icon.

Related Tutorial(s): [How to Download a Contacts vCard and Add to Outlook](https://support.raamp.com/wiki/135)

Notebooks Tab

Select the **Notebooks** tab. The **Notebooks** tab allows you to schedule important dates, tasks, and notifications specific to the family.

Notebook Overview

To learn more about creating Notebooks and Tasks, see [**How to Create a Notebook, Entry, and Task**](https://support.raamp.com/wiki/206) and [**How to Create Dependent/Linked Tasks.**](https://support.raamp.com/wiki/121)

Ownership Profile Tab

Select the **Ownership Profile** tab. This tab provides a summary/snapshot of the ownership status, and you can configure the company's capital stack.

Select **New Owning Entity** to add an owning entity. Select **Configure Capital Stack** to configure capital stack.

Select the **three-dot menu** to view options.

Related Tutorial(s): [How to Enter Ownership Profile Data to Create Ownership Tree](https://support.raamp.com/wiki/260)

Insurance Tab

To view a list of the family's insurance, select the **Insurance** tab. You can also add new entity insurance here. **NOTE:** For COI Compliance to appear, you must select the **Require Insurance Compliance** checkbox on the **Accounting Settings** tab.

To add family insurance, select the **New Entity Insurance** > Enter the **required information** and/or upload **related files** > Select **Save**.

Select the **Edit icon** to update the insurance information and/or to upload files related to the insurance.

Loans Tab

To view a list of the family's loans, select the **Loans** tab.

To learn how to add loans, go to [How to Create a New Loan and Record Initial Journal Entry.](https://support.raamp.com/wiki/261)

Accounting Settings Tab

The **Use as Accounting Entity** checkbox must be selected on the Family Data tab for **Accounting Settings** to appear.

To verify ownership, add/edit required payables approval, and/or add/edit insurance compliance requirements, select the **Accounting Settings** tab.

Related Tutorial(s): [How to Verify Ownership and Agreement for Franchise Use](https://support.raamp.com/wiki/142/)\ [How to Enable Payables Approval and Approve Payables](https://support.raamp.com/wiki/259)

Revenue Operations Tab

The **Use for Revenue Operations** checkbox must be selected on the Family Data tab for **Revenue Operations** to appear.

To add a family payment method, select the **Revenue Operations** tab.

You will need to create a family billing contact before you can add a payment method.

Ownership Tree Tab

The **Ownership Profile Tab** needs to be completed for the **Ownership Tree** to populate.

Select the **Ownership Tree** tab. Toggle the view between **Beneficial Ownership** and **All Relationships.**

Select **Download** to export the diagram.

Understanding the Families Page and Tabs

34 steps

Families Overview

Select **Families** from the navigation menu.

Families Overview

How to Navigate to the Families Tabs

Locate the preferred family.\ \ **NOTE:** You can locate the company quickly by searching for it.

Select the **three-dot menu** to the right of the family to access the family tabs.

Once a tab is selected from the three-dot menu, all family tabs will be available across the top. Use the tabs to navigate to specific information for the selected family.

Family Data Tab

To edit the family's data information, select the **Family Data** tab.

Related Tutorial(s): [How to Add and Edit a Family](https://support.raamp.com/wiki/272)

Addresses Tab

Files Tab

Select the **Files tab** to upload and view all files for the family.

Files Overview

Remember to upload files by affiliation - tied to its specific company, property, family, tenant, or contact so it stays connected.

To upload a new file for the tenant, select **Click or Drop Files Here.** **NOTE:** You can also drag and drop a file from your computer to the files interface.

To edit a file, select **the file** or the **edit** icon.

Once a file is selected, the file's edit interface will open. From here, you can complete various tasks like requesting a signature, adding notes, reviewing the file history, etc.

Contacts Tab

You can add a contact two ways: Select **New Contact** or select the **type of contact** you want to add.

Select the **type of contact** from the dropdown menu > Select a **point of contact** from the dropdown menu or enter a new contact's name and select Add XXX.

Select **(edit)** to enter the contact's information.

Select **Save.**

Enter the **contact's information** > Select **Save.**

To edit a contact's information, select the contact's **edit** icon.

To delete a contact's information, select the contact's **red x**.

To download the contact's information, select the **vCard** icon.

Related Tutorial(s): [How to Download a Contacts vCard and Add to Outlook](https://support.raamp.com/wiki/135)

Notebooks Tab

Select the **Notebooks** tab. The **Notebooks** tab allows you to schedule important dates, tasks, and notifications specific to the family.

Notebook Overview

Ownership Profile Tab

Select the **Ownership Profile** tab. This tab provides a summary/snapshot of the ownership status, and you can configure the company's capital stack.

Select **New Owning Entity** to add an owning entity. Select **Configure Capital Stack** to configure capital stack.

Select the **three-dot menu** to view options.

Related Tutorial(s): [How to Enter Ownership Profile Data to Create Ownership Tree](https://support.raamp.com/wiki/260)

Insurance Tab

To add family insurance, select the **New Entity Insurance** > Enter the **required information** and/or upload **related files** > Select **Save**.

Select the **Edit icon** to update the insurance information and/or to upload files related to the insurance.

Loans Tab

To view a list of the family's loans, select the **Loans** tab.

To learn how to add loans, go to [How to Create a New Loan and Record Initial Journal Entry.](https://support.raamp.com/wiki/261)

Accounting Settings Tab

The **Use as Accounting Entity** checkbox must be selected on the Family Data tab for **Accounting Settings** to appear.

To verify ownership, add/edit required payables approval, and/or add/edit insurance compliance requirements, select the **Accounting Settings** tab.

Revenue Operations Tab

The **Use for Revenue Operations** checkbox must be selected on the Family Data tab for **Revenue Operations** to appear.

To add a family payment method, select the **Revenue Operations** tab.

You will need to create a family billing contact before you can add a payment method.

Ownership Tree Tab

The **Ownership Profile Tab** needs to be completed for the **Ownership Tree** to populate.

Select the **Ownership Tree** tab. Toggle the view between **Beneficial Ownership** and **All Relationships.**

Select **Download** to export the diagram.