Edit a Party in the Designations Explorer

You can edit a party in a case using the Designations Explorer. For instructions on how to add a party to a case, see Add a Party.

To edit a designation type from the Designations Explorer, open a case and follow the steps below:

  1. Open the Designations Explorer.

  2. If the explorer is hidden, you can use the Explorers dropdown in the Main Menu to view it.

  3. Click the Designation button in the explorer ribbon bar. Then select Party from the drop-down menu.

    The view in the explorer changes to show the list of parties instead of the designation types.

    Note: Only parties assigned to a designation type with applied page and line references in a transcript appear in the explorer.

  4. Select a party in the explorer.

  5. Click the Edit button in the explorer.

  6. The Edit Party dialog appears.

  7. Change any of the information for the party.

  8. You may change any of the information in the dialog:

    • Name - The name to identify the party.

    • Description - A brief description of the party.

    With the information changed, you can move on to the next step.

  9. Click the Save button.

  10. The changes you made are saved to the party you selected.

 

Related Topics

Overview: Designations

Edit a Designation Type