Edit a Party
A paralegal needs to update the name of a party he added to the case.
The paralegal can edit any party's information from the Parties tab of an open case.
To edit a party's information, the paralegal selects the Parties tab from the open case and follows the steps below:
- Select a party entry from the Parties table.
- With the party selected, click the Edit button.
- Edit the information in the dialog.
- Click Save.
The paralegal selects the entry for the party he wants to edit from the Parties table.
The paralegal clicks the Edit button.
The Edit Party dialog appears
The paralegal enters the updated name for the party.
The paralegal clicks the Save button in the dialog.
The dialog closes and the information for the party is updated in the table.