1.Search for a matter and open it.

2.In the left pane, click the Involved/Assignees link.

3.If necessary, in the Involved Parties section, in the View drop-down box, select All Involved Parties.

A list of active and inactive involved parties is displayed.

Involved/Assignees Page - Involved Parties Section

4.Click the View Involved Party link next to the appropriate contact.

The involved party record opens to the General page.

Involved Party General Page

5.Click Edit, and then edit the appropriate information.

6.If necessary, click a link in the left pane to edit additional information. See Relating Involved Parties for more information.

7.Select a save option.