In this article, you will learn how to add parties to a matter.
There are two ways to add parties to matter: by role and by party. You can choose one of the methods by hovering over the 'Parties' icon on the 'Matter Navigation Bar', or you can click on the icon itself and you will be on the 'Parties (by Role)' page by default.
Parties by Role
Using this method, you can select a contact record to be a party for a matter based on their role. To add more roles to a 'Matter Type', please see Participants.
Parties by Party
As confusing as the name is, the concept itself is very straightforward. This will list the currently assigned parties in alphabetical order, along with their assigned roles. You can click on the dropdown menu to the right to add an additional role to each party, as shown in the screenshot below.
You can toggle between the two different modes by clicking on the 'View by Role' button highlighted above. When you are using the 'Parties by Role' mode, the button will read 'View by Party' instead.