Invite Team Members from a Main Case

A paralegal wants to have team members part of a main case to work on one of the associated cases related to the main case.

The paralegal can invite team members from a main case to one of the case's associated cases from the Team Members tab.

To invite a team member from a main case, the paralegal opens the associated case and follows the steps below:

1. Select the Team Members tab.

The paralegal selects the Team Members tab at the top of the associated case.



2. Click the Invite From Main Case button.

The paralegal clicks the Invite From Main Case button above the Team Members table.



The Invite From Main Case dialog appears.



3. Select the team members from the main case to be invited to the associated case.

A table appears in the dialog that is populated with the team members currently part of the main case. The paralegal uses the checkboxes to select the team members he wants to invite to the associated case.

4. Click Save & Close.

Once the paralegal is done selecting the team members he wants to invite, he clicks the Save button.



The dialog closes, and an invitation email is sent to the invitees.