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Now that you've created your first "action" you should add some "parties" to the action by linking their contact records to "roles" they will play in the action.

Because you will be creating some contact records make sure you have watched the two quick videos on

• Contacts - Concepts
• Contacts - Creating

Open the Action

Make sure your action is open.  If not then you can open it either from the actions list (which may be called "matters" in your system) or by searching for it in the search bar.

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Click on the Parties icon

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Add a "Client" and "Attorney"

We will use these parties later when we show you how to generate a document.

Add yourself as the "Attorney" and add another contact as the "Client"

Your parties list should look something like this:

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All Done!

You can experiment with adding other roles to the action if you wish but just keep the client and attorney populated for now.  It would also be a good idea to fill out the phone and address details in the contact records so that these will pull through to the document templates.

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