Getting There

First Select the the file you wish to edit and open Order Setup.

Description

The parties tab allows you to add parties to your file such as ordered by, lender, attorney, builder etc. You can also edit the information attached to the names you choose.

Select the tab that reads "Parties" at the top of your window. (Shown in red below.)

Click on the Field you wish to edit.

The Customer List:

After you have clicked in the blank space beside the blinking cursor, the window containing the customer list will open.

You can then select the name (and info) of the person that you wish put in the blank.

Once the Customer list window closes, the name, and attached information, will have appeared in the blank spot clicked on in the Parties tab. (Or the ones selected in the "Assign to Party" [Step 3] field in the screenshot.)

Your selected information will appear like this:

If the information listed is incorrect you can remove it by clicking on the "X" beside it.

Once you're finished editing , click "OK" or press Alt+O to save the edited information and close the Order Setup window.