Creating Participant Types

Created by Allison Cloyd, Modified on Mon, 30 Jan 2023 at 07:18 PM by Kylie Mitchell

In this article you will learn how to create participant types.

 

Create a new participant type

  1. Head to Admin
  2. Click on the Additional Settings tile.
  3. In the participant type section click Edit./helpdesk/attachments/150002489424
  4. Click on Add participant type./helpdesk/attachments/150002489425
  5. Add the following details:

    Participant type name - This is the only mandatory field. The content entered in this field is the name of the Participant Type, and will appear when added to Matters as well as for merge field and document assembly. Examples include "Court", "Psychologist", "IT Consultant", "Accountant", etc.  Avoid entering apostrophes, e.g. Purchaser's Lawyer.

    Description - Enter explanatory information regarding the Participant Type if required.

    Company Flag Value - This allows you to determine if the participant type should always be a company or an individual by selecting "Force Company" or "Force Individual". If the Participant Type could be either an individual, or a company leave the field blank.

  6. Click Save.

               /helpdesk/attachments/150002489426




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