The Counterparties page is your central hub for managing all the individuals and organizations that your team interacts with through SpotDraft. This guide will help you understand the basics of navigating and using this page.
Accessing the Counterparties Page
- Click the "Manage" button on the left-hand navigation menu.
- Select "Counterparties" from the options that appear.
Understanding the Counterparties List
The Counterparties page displays a list of all individuals and organizations in your workspace. Each row represents a single counterparty and includes the following information:
- Name: The name of the counterparty (individual or organization).
- Type: Whether the counterparty is an "Individual" or "Organization".
- Contacts: The primary contact(s) associated with the counterparty.
- Primary Address: The primary address of the counterparty.
Filtering and Searching
You can filter the list of counterparties by:
- Active/Archived: Choose to view only active or archived counterparties.
- Type: View only "Individuals" or "Organizations".
You can also search for specific counterparties by typing their name in the search bar at the top.
Adding New Counterparties
To add a new counterparty to your workspace:
- Click the "New Counterparty" button at the top of the page.
- Choose whether to add an "Individual" or "Organization".
Editing Counterparty Information
You can edit the information associated with any existing counterparty by:
- Locate the counterparty in the list.
- Click the "Edit" icon (pencil) next to the counterparty's row.
Conclusion
The Counterparties page is an essential tool for keeping track of the entities involved in your contracts. By understanding how to navigate and manage this page, you can streamline your workflow and ensure accuracy in your contract data.