1. To add a builder client, click parties

2. Click clients

3. Click add vendor to file

4. Click search existing clients

5. Click create new client

6. Select builder client

7. Enter the builder details

8. If you would like to make this client a primary contact, click set as primary contact

9. Click create

10. Click the three dots on the client card

11. Click view global profile

12. This is where you will enter the builder details

13. Click add signing officer

14. Enter the company position

15. Enter the signing officer's name

16. Add an existing client or create a new one

17. You will see the signing officer in the associated contacts section of the global profile

18. Click primary contact if they are one