Edit a Designation Type

A paralegal needs to update the name of a designation type he added to the case.

The paralegal can edit any designation type's information from the Designations tab of an open case.

To edit a designation type's information, the paralegal selects the Designations tab from the open case and follows the steps below:

1. Select a designation type entry from the Designations table.

The paralegal selects the entry for the designation type he wants to edit from the Designations table.



2. With the designation type selected, click the Edit button.

The paralegal clicks the Edit button.



The Edit Designation dialog appears



3. Edit the information in the dialog.

The paralegal enters the updated name for the designation type.

4. Click Save.

The paralegal clicks the Save button in the dialog.



The dialog closes and the information for the designation type is updated in the table.