Adding counterparties/assignees to a Collector request

Specify who you would like to ask information from.

1. When creating a request, click the + button next to the Counterparties field or ‘Click to add counterparties’

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2. Select counterparties you would like to assign to the request. If you are creating a legal entity request, this will only show you legal entity counterparties and vice versa for individuals.

• You can search for the counterparty name, email and contact person (for legal entities) to easily find who you would like to assign to the request.

• If your counterparty is not created in Avallone yet, you can add a new counterparty by clicking ‘+ Add new’.

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Related topics:

Add a new counterparty - legal entity

Create a new Collector request

Need more help?

Contact us on support@avallone.io and we will get in contact with you as fast as possible.