Ideas & Enhancements

Add Companion cases to Party Tab

A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Seems redundant to have to individually add companions to all cases when they are already in a companion group together.

  • Guest
  • Jun 15 2023
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  • Guest commented
    June 20, 2023 17:45

    That literally doesn't do anything to address this topic. For example, to create an LOR, you cannot add multiple parties to a doc unless those people are a party to that particular case. Even if they're a companion case, you have to manually add them as a party to the companion case in order to generate documents that include all companions.

  • Guest commented
    June 16, 2023 17:20

    OR you could just use the existing "Copy to Other Cases" function on the party tab?