The system field Parties on any DocuNote item's Properties form contains the users, groups, contacts and Identification that are related to that item. If the item's metaform includes contact, user and/or group picker fields, the entities from these fields will be transferred to the item's parties field automatically.
The same party can appear several times in the list of parties. This can happen if, for instance, the party has been selected in a contact picker on the case and in a contact picker on a document, from which parties are automatically copied to the parent case.
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It is possible to add additional parties to the DocuNote item.
To add parties to DocuNote item, first open the item's Properties form and click the Parties button on the Parties field.
A “Parties” window opens, showing the already added parties
Click on the respective button (company/person/user/group) of the party that should be added opening the “Search” window for the party type.
In the search windows, use the search box in the window's top to find the company/contact/user/group to add to the item's parties - Click OK to add the part. Please note: the search window for Company differs from the others. See below picture.
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Tip:
It is possible to add Parties as a search criteria when searching in DocuNote. This makes it possible to find all items whose parties include a specific company, for instance.
It is possible to setup, that added parties shall be added to above case too - see MetaForm - System field types
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Please note:
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It is available to save contacts with Signer or Approver role types specified on the Request signing form as parties on the parent case. When you specify contacts and start the signing process, the contacts are automatically saved into the Parties field of the signing document’s parent case.
To configure such option, set the Save signers as case parties (Signing (Adm) - Settings) setting to Yes value.
