STEPS:
1.  To add a new defendant to the case, click the Defendant screen from the Client Information folder on the Site Plan.  View screen shot.
2.  Make sure the desired client is showing in the Client Header screen and the Defendant tab is yellow.  View screen shot.

3.   Click the Add New button and enter the following information using the Tab key on your keyboard to move between fields:
View screen shot.

  • Defendant's last and first name

  • If you do not yet know the identity of the defendant, enter "Unknown" in the last name field.

  • If the defendant is a company, store, restaurant, etc. enter the entity's full name in the Corporation/Last Name field.

  • Next, enter the address, city, state, phone, and zip code information in the appropriate fields.

  • Enter any additional details in the Notes space at the bottom of the screen.
4.  The Date Letter 1 Sent and Date Letter 2 Sent fields indicate the dates when the REPLTRD1 and REPLTRD2 lettters were sent.  View screen shot.
5.  Check the Response Received box when a response is received to the REPLTRD1 or REPLTRD2 letter.  View screen shot.
6.  Repeat these steps to add additional defendants.
7.  Use the Previous Log and Next Log navigation buttons to move through the defendant records  View screen shot.
8.  By default, the defendant's insurance is assumed to be questionable and will be noted on the Questionable Insurance report.  View screen shot.
9.  The defendant will be removed from the Questionable Insurance report when written confirmation of the defendant's insurance is received and the Insurance Acknowledgment box is checked on the Insurance screen.  View screen shot.

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