How to define the parties of a case


The default configuration of Kleos includes the most frequent types of parties. You may include additional types through the configuration screen. To add a party into a case, click on the “add party” icon on the main screen of the case. The next step is to select an identity.


Some identities may have multiple addresses. If this is the case, select the address you want to use to interact with the identity in the context of this case. The “reference” field is used to describe how the party refers to this specific case.


It is very useful to make easier the communication with the parties, especially when working with corporations. If the identity is not already registered into the Kleos database, you can create a new one. The “linked identities” information allows to describe the relationship between different identities.

2016-06-09 (0)