Article Content
Overview
Users can add a new profile to the system if the profile they seek does not exist. Adding a new profile allows users to use this profile for future report requests.
Navigation
- From the Home screen, click the Home dropdown menu.
Home Dropdown Menu
- Click the Due Diligence link.
Due Diligence Link
- From the Due Diligence Report screen, click the Profiles tab.
Profiles Tab
- From the Profiles screen, click the + New Profile button.
+ New Profile Button
Creating a New Profile
- From the Create a New Profile screen, enter the new profile name in the Profile Name field. The Profile Name field has a 300-character limitation.
Profile Name Field
- Enter the primary contact's first name in the Primary Contact First Name field.
Primary Contact First Name Field
- Enter the primary contact's last name in the Primary Contact Last Name field.
Primary Contact Last Name Field
- Enter the primary contact's email address in the Primary Contact Email field.
Primary Contact Email Field
- Enter the primary contact's phone number in the Primary Contact Phone field.
Primary Contact Phone Field
- Enter the company's phone number in the Company Phone Number field.
Company Phone Number Field
- Include support documentation by dragging and dropping files into the designated area on the Supporting Attachments field or select the top proportion of the Supporting Attachments field and select a file from the connected PC.
Supporting Attachments Field
- Click the designated area on the Supporting Attachments field to add a web link. For more information on adding a web link to the project, see the Adding a Web Link article.
Web Link
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(Optional) Click the following icons to edit or delete an image from the request:
- Edit: Click the Edit icon to rename the file.
- Delete: Click the Delete icon to remove the file from the request.
Edit and Delete Icons
- Click the Submit button to add the new profile to the system and to the report request.
Submit Button