Reassign a Designation
- 01 Nov 2024
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Reassign a Designation
- Updated on 01 Nov 2024
- 1 Minute to read
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- DarkLight
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You can reassign a designation from the Designations Explorer.
To reassign a designation using the Designations Explorer, open a case and follow the steps below:
Open the Designations Explorer.
If the explorer is hidden, you can use the Explorers drop-down in the main menu to view it.
Select an existing designation and then expand the party and associated transcript.
Select one or more anchor points.
Note:
You can SHIFT-click to select multiple designation types that are adjacent to one another. However, CTRL-click is not supported.
Right-click and then click the Reassign Designations button.