Organizing party information is important for your legal documents and we offer many possibilities to manage them

INFO: Watch our video tutorial at the bottom of this page.

Go to the "Parties" section



  1. Open the menu (briefcase icon) in the top right corner.
  2. Click "Parties" in the list.


Options Available

  • Search party name: Use the field to filter the list and find specific parties.
  • Names: The names of your parties. Note that several names can refer to the same parties (see Aliases). You can click the names to see the document(s) in which the parties appear.
  • Aliases: The aliases set for each of your parties. An alias tells the system the different ways to refer to the same parties.
  • Occurrences: The number of documents in which the parties were found.
  • Pins: Set parties as favorites so they are always displayed at the top of the list. Useful when you're often browsing those.
  • Edit: Edit the names and aliases of your parties.
  • Add: Add a new party and its aliases.


Set Aliases



  1. Filter your list with the name of a party if needed.
  2. Click the edit button (pen icon).
  3. Enter an alias:
    1. Party name already exists: the system displays suggestion(s) you can click.
    2. Party name doesn't exist: type in the name and then hit "Enter" on your keyboard.
  4. You can repeat #3 to add as many aliases as you'd like.
  5. Click the Save button.


INFO: From now on, when searching for this party, it will be returned in results even when using its aliases.


TIP: Parties that have been set as aliases are removed from the list of parties and displayed only as aliases.

Remove Aliases (unlink)



  1. In the list, go to a party with aliases.
  2. Click the Unlink button on the right.
  3. Validate your choice.


WARNING: The aliases are removed and can't be used in Search in the future.


Add New Party



  1. Click the Add button on the right.
  2. Enter a party name:
    1. Party name already exists: suggestions will be displayed, you can select one. It means that this entry will instead edit the existing party.
    2. Party name doesn't exist yet: simply enter the name and continue editing; the new name will be added when you save your entry.
  3. Enter aliases (optional).
  4. Save your entry.


TIP: Your new entry can now be used in your documents as a Tag.


Delete a Party

The party was tagged in a document(s):

  1. In the Parties section, click on the name of the party.
  2. Remove the party as a tag from all documents it is tagged in.
  3. The party will disappear automatically from the list of parties.

The party has never been tagged:

  1. In the Parties section, scroll to the party entry in the list.
  2. Click the Delete (trashcan) icon.
  3. The party is removed from the list.


Video Tutorial