How to create addendums in Prima?

We have 2 ways to generate addendums in Prima.

Creating and Using Addendums in Prima.Law

Step-by-Step Guide

  • 1. Navigating to the Case Page
    • Go to the case page for the specific form you’re working on. For this example, we’ll use the I-130 form.
    • On the right-hand side of the case page, you will see a section labeled “Addendum.” This is where you will add your addendums.
  • 2. Generating Addendums
    • Prima.Law automatically determines how many items can fit on the form. If there are extra items after autofilling the form, you need to generate an addendum.
    • Click the “Generate” button in the addendum section. This will create addendums for any extra items, such as previous addresses, phone numbers, work history, family members, and current addresses for both the petitioner and the beneficiary.
  • 3. Updating Addendums
    • If you make changes in the database after generating the addendum, you need to update the addendum.
    • Go to the addendum section, select all, delete the old addendum, and click “Generate” again to create a new addendum with the updated information.
  • 4. Adding Custom Sections
    • If you need to add a custom section to the addendum:
      • Click “Add Section” in the addendum area.
      • Provide a title for the new section and enter the required data.
      • Click “Create” to add the new section.
  • 5. Editing Individual Addendums
    • You can edit each addendum individually if needed. For example, you can update the previous addresses for an individual.
    • Click on the specific addendum you want to edit, make the necessary changes, and save the updated information.
  • 6. Downloading Addendums
    • When downloading the form, remember to download the addendums separately.
    • Click “Download” in the addendum section to get a PDF of the addendum. This ensures that all necessary information is included when you print the form.
  • 7. Handling Additional Information
    • For any additional or unusual information that might not fit the standard addendum format:
      • Go to the contact profile of the individual.
      • Navigate to the information tab.
      • Print the required details, such as family members, passports, addresses, phone numbers, employment history, marriage history, etc.
      • Save these details as PDFs and include them as exhibits in your case or petition.

By following these steps, you can efficiently create and manage addendums in Prima.Law. This ensures that all necessary information is accurately captured and properly formatted, making the process of handling extra data seamless and organized.

Last updated byDavid