Creating Other Professionals

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To create Other Professionals, follow these simple steps!

Other Professionals are any organizations or people who have a relationship with the company, for example, additional service providers, banks, lenders, etc.

Navigate to the General section of the entity and click on Other Professionals > New > Other Professional. A new page will pull up with 4 tabs to input data on the professional. 

1. Details

Once selected, a box will pop up to enter the other professional's details. Select the profile type and add NOTES if needed. Select an existing profile to add by using the search bar. If the profile has not yet been made for this person, click the New button at the bottom left-hand corner. 

2. Addresses

To add an address, click the  + Address button.

If there is already an address associated with the profile, select an existing address and hit the Apply button or add a new address type by clicking + New at the bottom right-hand corner of the box.

3. Roles

Click on +Add Role and select Roles like Banker, Auditor, Opposing Counsel, e.t.c. Use the custom title field to search for existing custom titles or create a new custom title if applicable.

4. Review

And finally, this tab is to review that all relevant information has been entered accurately.

Once everything is confirmed accurate, click the blue Save button at the bottom right-hand corner of the box.