Add & Update Requirements


Editor users may create new or edit existing requirement records related to an entity by doing the following:

  1. Go to "Entities" and click on the entity's "Legal Name" link to view the desired entity record.
  2. Click “Add” on the "Requirements" tab below the entity summary information, or click on an existing requirement summary.
  3. You may setup email alerts for the requirement by clicking the "Send Alert?" checkbox and selecting the desired alert email timing, frequency, recipients, and message.
  4. Click "Submit" to create or edit the requirement record.


Add and Update Requirements
  • Address

    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone

    855.517.2193
  • Global Phone

    + 1.503.517.4293‬
  • Email

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