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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Involved Party form

Legal fulfillers or matter owners can use the Involved Party form to add or modify an involved party in a legal request or legal matter assigned to them.

FieldDescription
TypeType of involved party.- Complainant: A user who submitted the complaint. - Subject of allegation: A user against whom the complaint has been submitted. - Witness: A user who was present at the incident described in the complaint. - Other: A user who can be a stakeholder in the investigation.
External userOption to specify whether the user is from outside the organization.
Internal partyUser added as an involved party.The Internal party field is replaced by the External party field when the External user option is selected.
Email

Email ID of the involved party.For the internal employee, the email ID is auto-populated from the User profile.

For an external employee, enter the email ID. This field is available only when the External user option is selected.

NotesAny additional information about the involved party.

Parent Topic:Legal Investigations reference