Parties & Aliases Tool

With the Parties & Aliases Feature in Tracts, you can easily link names together so the software recognizes them as one party for calculations. Use this tool when you have parties that need to be tracked under one name, such as marriages, name changes, trusts, and sheriff's documents, etc.

To use this function of the software to its fullest extent it requires your cooperation. Please make sure to add your aliases and label each party correctly. 

Accessing the Tool

In the toolbar on the side of your screen:

Click on the icon that has the person with a plus sign next to it

Through a document:

Select the Grantor/Lessor tab

Select the Grantee/Lessee Tab

Inside the Tool

This shows you all of the parties in the system.

Strangers that don’t fit into the system are shown in yellow.

1. The case for these frequently is that they are aliases and you haven’t put them into the system correctly with the alias name.

Starting interests are shown with a green circle next to the name.

Two people on the same line will also highlight yellow as a warning.

1. This is where you put both names on separate lines in the document to resolve the issue.

Full name

1. The name inputted when a document is created and a party name is added.  

Disambiguation

1. Used to distinguish between parties with a similar or same name.
2. Typically with a year of birth or suffixes like Jr. or Sr.

Display name

1. This will change the name that appears within the flow chart and other parts of the system.
2. Doesn’t affect computations.
3. Useful for long names such as trusts

Contact info

1. For the party in question.
2. The details need to be separated by a new line.

Notes

1. Extra information about the party you think is useful.  

New Alias

1. If the party is known as something else we need to save it to the system so it can be properly recognized for calculations and tracking.
2. Need to separate each alias to one per line.

Every entity in the system needs to be an individual on their own line and never any parties combined.