Skip to main content

How to Add Your Client as an Offeror

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
start iorad content - don't remove it

5 STEPS

1. In your file, under parties, click on the clients tab

Step 1 image

2. Click the 3 dot menu on the client card

Step 2 image

3. Click view global profile

Step 3 image

4. The client drawer will open on the right, click offeror

Step 4 image

5. Here you can edit the offeror's name to reflect on your documents

Step 5 image

Next step: Practice

start iorad content - don't remove it
Did this answer your question?