Adding, Editing, and Deleting Third-Party Documents

You can add attachments to third-party records to provide additional details and keep information together.

To add a document

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. On the Third-Parties screen, click the name of the record in which you want to add an attachment.
    The Third-Party Details screen appears.
  3. Go to the Documents tab.
  4. Click the Add Document button.


    The Add Documents modal appears.
  5. Click the Select File button.
  6. Use the file explorer to locate and select the document(s) you want to attach.
  7. Click the Save button.

To add a link

  1. On the Third-Party Due Diligence menu, select Third-Parties.
    The Third-Parties screen appears.
  2. On the Third-Parties screen, click the name of the record in which you want to add a link.
    The Third-Party Details screen appears.
  3. Go to the Documents tab.
  4. Click the Add Links button.


    Field
    Description
    URL

    Enter the URL for the link.

    Name

    Enter a name that identifies the link URL.

    Description

    Enter a brief description of the link.

    The Add Links modal appears.
  5. Complete the fields.
  6. Click the Save button.

To edit attachment details

  1. On the Third-Parties screen, click the name of the record in which you want to edit attachment details.
    The Third-Party Details screen appears.
  2. Go to the Documents tab.
  3. Hover over the row for the attachment you want to edit until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Edit Details.
    The Edit modal appears.
  6. Make changes as necessary.
  7. Click the Save button.

To delete an attachment

  1. On the Third-Parties screen, click the name of the record in which you want to delete.
    The Third-Party Details screen appears.
  2. Go to the Documents tab.
  3. Hover over the row for the attachment you want to delete until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Delete.
    The Delete modal appears.
  6. Click the Confirm button.

To download a document

  1. On the Third-Parties screen, click the name of the record in which you want to download a document.
    The Third-Party Details screen appears.
  2. Go to the Documents tab.
  3. Hover over the row for the document you want to download until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Download.