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Chapter 5: Parties-Entities

The Parties & Entities tab in Application Administration opens a set of hyperlinks controlling the Parties & Entities module. A Party is typically an individual with either a direct relationship to a matter record, or an indirect relationship through an Entity. An Entity is typically a company, or a group of individuals, with a direct relationship to a matter record.

Parties & Entities Sidebar

Party & Entity Switches

The Party & Entity Switches hyperlink in the Parties & Entities sidebar allows users to turn a party or entity module on or off.

  • green switch—Feature or permission is enabled
  • red switch—Feature or permission is disabled

One module must always be turned on. Click the green/red indicators to turn the modules on/off.

Turn a Party/Entity Module On or Off

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