View and manage a list of parties for adding to matters.

In this article, you'll learn how to:

• Access the Parties Log
• Search for a party
• Add a new party
• Make changes to a party

Accessing the Parties Log

You can access the Parties Log by:

• Clicking on 'Logs & Libraries' in the top navigation bar
• Click on 'Parties Log'

Search for a party

In the Parties Log, you can search for a party by:

• Typing a name in the header box at the top of the 'Name' or 'Identifier' columns
• Filter by party type
• Sort in ascending or descending order in any column

Add a new party

To add a new party to the Parties Log:

• Click the 'Add New Party' button in the top right hand corner of the screen
• Complete the information required on the slide-out
• Click 'Save'

Make changes to a party

To make changes to a party in the Party Log:

• Click 'View' next to the relevant party
• Make changes on the slide-out
• Click 'Save'

Note: You may need to refresh your screen to see the changes displayed there.

Once parties have been added to the Parties Log, they can be added to a matter. Click here to learn how.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.