CLNG Parties View

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Parties, Witnesses, Contacts, and Captions are managed in the Parties view of a matter. The Parties view is not available for all modules, but when available it is accessed from the Module Toolbar using the Parties icon.

Add Primary Party

To add a new primary party to a matter, select Add on the top left side of the Parties view. From the drop-down, select Primary Party.

An Add Primary Party dialogue will open.

Enter the name of the Primary Party in the search field and click the blue Search button. A list of names will appear below. Click the name of the Primary Party you wish to add.

A card/panel will appear on the right side.

Assign a Role to the Primary Party from the drop-down selection, then click the blue Add to Matter button.

The selected Primary Party will appear in the list of Parties.

Add A Witness

To add a new Witness, follow the same steps as in Primary Party. Click Add then select Witness. The Add Witness dialogue will open.

To Add a Witness.

Search For the Witness then Select it from the list, a card will open to the right.

Assign a Role then Add to Matter.

Add A Contact

To add a new Contact, follow the same steps as in Primary Party. Click Add then select Contact. The Add Contact dialogue will open.

To Add a Contact.

Search For the Contact.

A card/panel will open to the right. Next select the name. Assign a Role then Add to Matter. The contact will appear in the list of parties.

Add A Related Party

To add a Related Party, first select the Primary Party it is connected to, so that it appears highlighted. A Primary Party Details card will open to the right of the screen. Next, select the Add Related Party button in the center.

An Add Related Party dialogue will open. Search for the related party individual. Select the name from the list. A card will open to the right. Next, assign a relationship from the drop-down selection, then add to the matter.

Once the Related Party is added to the matter, it will appear in a drop-down under the primary party it is related to.

Create New Party Profile

When any party you are searching for is not in the system, a No Results will appear on the right. If you need to create a profile for that individual, click on the Create button on the far right of the screen.

The Create Profile dialogue will open. Enter all relevant information. It is best practice to be as thorough as possible. Once the data is entered click Save. Now the individual will show up in searches.

Edit Any Party

To edit any party’s contact record, first select the individual so that it appears highlighted. The proper Details card will appear to the right of the screen. Next, select the blue Edit Details button on the left side of the Details card.

A new appropriate Party Details card will open to make edits. After making the edits, click the blue Save button on the left to save your changes.

Edit Profile of Any Party

NOTE: You are editing the source information of the profile. Changes made here will be applied throughout the application.

To Edit the profile of any party. Select the name of the individual; it will become highlighted, and the appropriate Details card will appear to the right of the screen. Next, click Edit Profile.

The Edit Profile dialogue will open. Enter all the information you have on the individual in the appropriate fields, then click Save. If you decide not to save the profile, click Reset and close the dialogue by clicking on the X to top right of the screen.

Add or Edit Remarks for Any Party

To add or edit the Remarks for a Primary or Related, Witness, or Contact Party, first select the individual so that it appears highlighted. The proper Details card will appear to the right of the screen. Next, select the blue Edit Details button on the left side of the Details card. Make a new, update or edit your Remarks entry, then click Save.

Remove Any Party

To remove a Primary or Related, Witness, or Contact Party from a matter, first select the individual so that it appears highlighted. The Primary Party or Related Party, Witness, or Contact Details card will appear to the right of the screen, select the red Remove button this will remove the individual from the list or delete it from the matter.

Primary Party Details Card