Reassign a Designation

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:

  1. Open the Designations Explorer.

    If the explorer is hidden, you can use the Explorers drop-down in the main menu to view it.

  2. Select an existing designation and then expand the party and associated transcript.

  3. Select one or more anchor points.
  4. Note: You can SHIFT-click to select multiple designation types that are adjacent to one another. However, CTRL-click is not supported.

  5. Right-click and then click the Reassign Designations button.

  6. The Reassign Designations dialog appears.

  7. Select a new designation for the anchor point(s).

  8. Select a new Designated by party.

  9. Click the Save button.

  10. The designation and party are modified and appear under the newly-selected designation.


Related Topics

Overview: Designations

Add a Designation to a Case