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 stage.
To do this go to the Other Parties Screen.
If any other parties have already been attached to this matter, then they will show in the main area as above.
Adding New Other Parties
To add a new other party, click on the Add button.
You will then be shown a list of all available other party types for this matter type.
Select the other party type as required. In the example below we are using the type of Agent.
The window that now pops up will show your database of all Agents in the system.
You can search in the normal way by clicking in the white space below the Name column. Typing in your text, which will reduce the results as you type.
By clicking on the symbol to the left of that field
Then either select from an existing Agent by double clicking on it, which will pull it through into the main area for other party types and save it automatically.
Or, if your Agent is not in the database already, you will need to create a new one by clicking on the New button.
This will bring up a window for you to fill out all the information you can for the Agent. Work your way down the list on the left as they are different pages for information. You will mostly just fill out the General and Address area.
Related Articles
Solicitor Lookup
When creating a new (or editing an existing) Solicitor type party within Redbrick you have the option of doing a Solicitor Lookup in order to pre-populate the data for you. Please note that this information is obtained via a connection to the ...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 ...SRA Lookup
When adding or editing parties in your system, If the party type is a member of the SRA, there is an SRA lookup search function. When clicking on the Search button you will be able to search by the Name or the SRA number You can then highlight ...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 ...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 ...