Understanding Participants

  • 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.

This article provides insights into what the Participants section is all about!

The Participants section functions as the section that displays all connections that exist in a given entity.  This includes all Principals, Affiliations, and Shareholdings/Beneficial Owners.

This read-only screen is particularly useful if looking to see the full scope of activity a record has within an entity without navigating through different sections to find the information. 


In the Participants section of an entity, users will see;

Search - The search bar is used to pull up data based on a date range, an affiliation's name, title, or role.

Filter - Use the filter button to filter your search either by Role, Status, Start or End Date Range and click on the Apply button. Use the Save Filter button to use the saved filter at a future time after entering the filter name in the blank field. Saved filters can be found in the drop-down menu beside the Filter button at the top

Generate - To generate participants related documents, click on the generate button

Export - To download a .xlsx file based on the search or filters set, click on the Export button