Reassign a Designation

You can reassign a designation from the Designations Explorer.

To reassign a designation using 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 drop-down in the main menu to view it.

  2. Select an existing designation and then expand the party and associated transcript.

  3. Select one or more anchor points.

    4. Note: You can SHIFT-click to select multiple designation types that are adjacent to one another. However, CTRL-click is not supported.

  4. Right-click and then click the Reassign Designations button.

    5. The Reassign Designations dialog appears.

  5. Select a new designation for the anchor point(s).

  6. Select a new Designated by party.

  7. Click the Save button.

    8. The designation and party are modified and appear under the newly-selected designation.

 

Related Topics

Overview: Designations

Add a Designation Type to a Case