Creating Other Professionals

  • Updated

We’ll be rolling out improvements to this area, and the workflows it includes, on October 12th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.

To create Other Professionals, follow these simple steps!

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

Navigate to Relationships > Affiliations section of the entity and click on New > Other Professional. A new page will pull up with 5 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, etc. Use the custom title field to search for existing custom titles or create a new custom title if applicable.

4. Documents

Click on + Add Documents to select any relevant documents to link to the affiliation, if applicable and click on Link to affiliation.

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