Clio Operate Knowledge Base

Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.

Enable Ordering of Participants

Was this article helpful?

You can enable ordering of participants in Modeller to allow multiple participants in the same role to be assigned an order of precedence, for example Defendant 1, Defendant 2.

  1. Open Launchpad > Modeller > Participant role modeller > Roles.
  2. Select the participant to enable ordering and click the Action burger menu
  3. Edit Sharedo Ownership > Select the work-type to configure the role ordering on and click the burger menu.
  4. Edit > check the Allow Ordering checkbox.
    Sharedo Settings with Allow Ordering highlighted and ticked

Review

You can now successfully enable ordering of participants.

Was this article helpful?

Related Articles

Related articles in the knowledge base