Lexbe eDiscovery Suite Platform individual case contacts are located under the 'Case' tab in the top navigation menu. General Column Description Type: The icon illustrates if the contact is a person or organization. Name: The Name column includes the name and title of each person or organization. Address: Allows inclusion of street address, city, state, zip code and country, as applicable. Contact Information: Allows inclusion of phone, cell phone, fax and email contact information. Add and Remove Contacts To Case(s) When you show contacts 'All Cases In Account', by selecting contacts from the main table it will give you the ability to either add or remove them from your cases in Lexbe eDiscovery. Create New Contact: From there you are presented with an entry screen: You can identify the entry as an individual (person) or an organization. Other entries are available for 'title', 'address', phone numbers, email, and affiliations. To save, click on the 'update' link. Case Contacts The case contacts screen is not intended to track 'case participants' such as witnesses, parties, etc. Instead use the 'case participants' module, located here. (case participants is under 'Analysis' tab). You can also edit your contact details by clicking on the hot link 'edit' column from the main table. Delete Contacts Export Case Contacts On the left side of the screen is an export menu. Import Case Contacts |