Editing Previously Attached Other Parties
Editing Previously Attached Other Parties
If an Other party has been added to your matter by mistake, or, for example the Agents have changed, you should not edit them to change them, you should instead Remove the incorrect party and then Add the correct one.
If the Party is attached to multiple cases, editing them will change their details across all matters.
Go to the Other Parties Screen and select the incorrect one by highlighting it. Then click on the Remove button.
You can then Add the correct one.
If you do need to edit a party, for example, if that party has changed their address or name, you can use the Edit button, which will change the database record for that party across all cases.
This will bring you to the Edit Party window where you can change the details.
Once all changes have been made select the OK button. This will have saved your changes against this matter.
Related Articles
Other Parties - Adding and Editing
When opening a new matter, you are prompted to fill in other parties, such as Agent, Bank or Building Society and Solicitor. If at the stage of opening the matter, all or some of these details are unknown, you can omit them and add them at a later ...Creating a Document to multiple Parties
IF you have two of the same party type on a matter you are able to write the same letter to both at once. This can be used to write to multiple banks, for example, but it is particularly useful when writing to lots of the same individuals, such as ...Adding Other Party Types (Administrator)
When writing to parties in Redbrick the templates are organised by party type. This allows you to generate letters or email pre-populated with the data you have inputted against that party as associated with the file (ask about adding and editing ...Default Parties
You can set Default Parties at a Matter Type level, so that the party is always added to a matter whenever a new matter is opened. This is typically used if you have internal Party types, such as the Accounts or Post Completion department. If added ...Deleting Other Parties
If you have permission to do so, by double clicking on the Other Parties button to change it to All Parties, you can delete a Party. Highlight the party you want to delete, then click on the Delete button. You will then get the warning window below. ...