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How do I add a party to the document?

Adding parties is a feature that makes it easier to search for documents in the Documents section. By adding parties, you can conveniently search for documents using the name of a specific party with the Advanced Search feature.

 

You can add a party to the document via the archive from the Document Details tab under Additional Contract Information.

 

-> Documents -> Click to open document -> Document details -> Added parties

 

The Parties fields allow you to search for previously created parties and either add a previously created party to the document, or create a completely new party. A party can be an organization or a person. Once you have added the party details, you will need to enter a reason for adding the new party.

 

 

This article has been translated using an AI-based translation tool.

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