Add a Party

In Case Manager, you can open a case and add parties to your case from the Parties tab.

To add a party:

  1. Open Case Manager.

  2. Double-click on a case to open it.

  3. Select the Parties tab. The Parties table appears.

  4. Click the Add button.

  5. The Add Party dialog appears.

  6. Enter the information for the party in the dialog.

  7. You can input the following information:

    • Name - The name of the party

    • Description - An explanation of the purpose or nature of the party

  8. Click the Save & Close button.

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


Related Topics

Overview: Parties

Edit a Party

Remove a Party