Understanding the Manage Party Window

The Manage Party window is where you view and edit all of the information stored against a client record in Knuula. Changes made here update the party record directly and will flow into future contracts for that client.

Opening Manage Party

1. Navigate to the Parties dashboard.
2. Click on the party name you want to edit.
3. Select Manage Party from the dropdown.

What each tab contains

Profile contains the core client identity fields — Client Name, Email, Entity Type, Client Status, First Name, Last Name, and group identifiers such as Group Name and Party Key. These are the foundational details that flow into your contracts whenever that party is used.

Services is where you manage which services are associated with this client. A searchable library on the left lets you add services, while the right side shows current services organized by type. You can also manage service packages from the Packages sub-tab.

Fields shows all custom fields attached to the party record. These are the variables your templates use to personalize documents — things like Industry Type, Interest Level, or any other fields your firm has configured.

Team shows the firm staff assigned to this client by role — such as Main Partner, Audit Partner, Staff Member, and Other Role. Update these fields whenever your account team changes.

Files shows all files stored against this party record, organized into three sections: Logo (the client's logo used in documents), Attachments (any supporting files), and Root File (the base document on file for this party).

Additional tools

At the top right of the window, Data lets you import party information from an existing document — upload a PDF, a Word file, or Paste Content directly to populate fields automatically. Notes provides a free-text area to record internal notes about the client.

Saving your changes

1. Make your edits across any of the tabs.
2. Click Save to apply them to the party record.