Add Parties from a Main Case

A paralegal wants to bring parties from a main case into one of the case's associated cases.

The paralegal can add parties from a main case to one of the case's associated cases from the Parties tab.

To add parties from a main case, the paralegal opens the associated case and follows the steps below:

1. Select the Parties tab.

The paralegal selects the Parties tab at the top of the associated case.



2. Click the Add From Main Case button.

The paralegal clicks the Add From Main Case button above the Parties table.



The Add From Main Case dialog appears.



3. Select the parties from the main case to be added to the associated case.

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

4. Click Save & Close.

Once the paralegal is done selecting the parties he wants to add, he clicks the Save button.



The dialog closes, and the parties from the main case are added to the associated case.