Adding counterparties/assignees to a Collector request

Specify who you would like to ask information from.

1. Click on the plus icon or on Click to add assignees

Open

2. Select which 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 straight from here.

Open

Select assignees

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.