Article Content

Overview

Related Information/Setup

Navigation

Creating a New Profile

Overview

Users can add an existing profile to the report request. 

Related Information/Setup

Please see the Creating a New Due Diligence Report Request article for more information on creating a new report request.

Navigation

1. From the Home screen, click the Home dropdown menu.

Home Dropdown Menu

2. Click the Due Diligence link.

Due Diligence Link

3. From the Due Diligence Report screen, click the + Place Order button.

+ Place Order Button

Add an Existing Profile to a Report Request

1. From the Request a New Enhanced Due Diligence Report screen, click the Add Existing Profile link.

Add Existing Profile Link

2. From the Add Existing Profile pop-up, select an existing brokerage firm by clicking on the + Add link next to the brokerage firm.

+ Add Link

3. (Optional) Enter a keyword in the Search field if you cannot find the profile you are looking for on the most recently create list.
4. When a profile has been selected, click the x icon to close the Add Existing Profile pop-up and return to the Request a New Enhanced Due Diligence Report screen. The profile chosen will appear in the Profile field.

X Icon