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Add a Party

A paralegal wants to enter party that will be used in the case.

The paralegal can add parties to his case from the Parties tab in an open case.

To add a party, the paralegal opens the case and follows the steps below:

  1. Select the Parties tab.
  2. The paralegal selects the Parties tab at the top of the case.

    The Parties table appears.

  3. Click the Add button.
  4. The paralegal clicks the Add button above the Parties table.

    The Add Party dialog appears.

  5. Enter the information for the party in the dialog.
  6. The paralegal inputs the following information:

    • Name - The name of the party
    • Color - A color to help identify the party
  7. Click the Save & Close button.
  8. Once the paralegal is done entering the information, he clicks the Save & Close button.

    The dialog closes, and the party is added to the case.