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STEP 1: Add a Party

(Parties are any third parties (e.g., subcontractors, vendors, tenants, etc.) that you are looking to request or track documentation from.)

Updated over 3 weeks ago
Enter Walk-Thru

  1. Click the Parties tab on the left sidebar

  2. Click on blue Party button at the top right of page

  3. Enter Party name (business name or Doing Business As) in the Name text field

  4. In the Contact section below, enter contact person Email and Name (if applicable)

  5. Once complete, click the blue Create Party button then your Parties will begin to populate in your Parties list located in the Parties tab on the left sidebar.

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