Import Designation Types

A paralegal wants to add several designation types that he defined previously on his own in bulk.

The paralegal can import designation type information from the Designations tab of an open case.

To import designation information, the paralegal selects the Designations tab from the open case and follows the steps below:

1. Click the Import button.

The paralegal clicks the Import button in the ribbon bar above the table.



The File Explorer appears.



2. Navigate to the designation import file.

The paralegal finds the file location on his machine. An example of a comma delimited import file may look like this:



The first entry on a line is the designation name, the second entry on the line is the designation color, and the third entry on the line is the option party name. Notice in the example above, the first half of the designations have a party defined. The last half do not.

3. Select the file.
4. Click Open.

With the file selected, the paralegal clicks the Open button in the File Explorer. The designations are added to the case and appear in the Designations table.