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Associate a Legal Party with a Legal Document

CA APM lets you associate the people and entities involved in creating a legal document to the document record. For example, you can associate the lawyers and the law firm as legal parties for the legal document.

Note: You can view an audit history for this relationship.

To associate a legal party

1. Click Legal Document.
2. Search to find the list of legal documents.
3. Click the legal document for which you want to associate a legal party.
4. On the left, expand Relationships and click Legal Party.
5. Click Select New to search for and select a company.
6. Click Save.

   The company is defined as the legal party.