How to Add a New Service Provider?

You can add a service provider in three ways:

1. Navigate to New → Service Provider from the navigation bar
   
   
    
2. Navigate to Manage → Service Providers → + New Service Provider
   
   
    
3. Navigate to Manage Firms/Product → Associated Entities → + New Service Provider
   
   

Once the form is open, fill in the following details:

• Service Provider Name : The name of the service provider (e.g., DiligenceVault)
• Alias : An internal name your team uses to refer to the provider (e.g., DV)
• Service Provider Domain : The provider's website
• Service Provider Type : Select one or more types from the list
• Internal Key : Your internal identifier to match the provider with your records
• Owners : Internal users who will be assigned to this provider

On the next tab, assign the service provider to one or more entities for each provider type, then click Create Service Provider. The newly created provider will appear in Manage → Service Providers.