DOA, HIPPA and YIPPA
Extract DOA, HIPPA and YIPPA from the retainer.
Iris
|
33 steps
|
3 minutes
Filevine
1
Click the "**[[Docs]]**" tab and select the "**Retainer**" folder.
2
Select the retainer document to rename it.
3
Click "[[More vert]]"
4
Click "[[Rename]]"
5
Rename the retainer "*Client's Name*\- Retainer"
6
Click the [[Arrow]] to download the Retainer.
7
The retainer will open with PDF.
DOA
8
**Part 1**\- Extract the "*Designation of Attorney.*" Example- DOA only 1 page.
9
Click the print sign.
10
Please make sure retainer prints to PDF.
11
Select the page.
12
Click "Print".
13
Name the Designation of Attorney as " *DOA*."
14
Save "*DOA"* to your computer.
HIPPA
15
**Part 2**\- Extract the "*HIPPA"* From the retainer.
16
Example- HIPPA pg 1.
17
Example- HIPPA pg 2.
18
Example- HIPPA pg 3.