Skip to main content

Navigating your "Other Party" Page in your File

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a year ago
start iorad content - don't remove it

11 STEPS

1. To start navigating your other party's page (in this case, the vendors), click add vendor to file.

Step 1 image

2. Type last name, first name of the other party.

Step 2 image

3. Once you've typed in the other party's name, click create new client.

Step 3 image

4. Add any additional information you have for the vendor.

Step 4 image

5. Click create.

Step 5 image

6. Type the agent or brokerage you wish to add for the vendor's/other party.

Step 6 image

7. Select the broker and their brokerage will also be added to the file.

Step 7 image

8. Type the other party's lawyer into the "vendor's law firm" space.

Step 8 image

9. Select the other party lawyer.

Step 9 image

10. You can also add the lawyer's clerk to the file.

Step 10 image

11. Lastly, enter the other party's file number should you need to bring it into documents dynamically.

Step 11 image

Next step: Practice

start iorad content - don't remove it
Did this answer your question?