Onboarding & Managing Third Parties

Onboarding Third Parties

• Onboarding a Third Party into EB360
• Onboarding a Third Party - Duplicate Detection
• Onboarding Multiple Third Parties into EB360 (Bulk Upload)
• Corporate Data Verification
• Verifying Corporate Data - Freemium Service
• Auto-Verifying Third Party Details

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Managing Third Parties

• Bulk Updating Third Parties
• Changing the associates on a Third party after onboarding
• Uploading Documents and Files to a Third Party
• Exporting Third Party Records From EB360
• Archiving Third Parties

Third Party List View

• The Managed Third Party List View in EB360
• Can I add a description / Tooltips to the columns in the Third Party View

Third Party Profile

• Entity Details section on the Configure third party screen
• Entity Verification section on the Configure Third Party screen
• Associate Entities section of the configure third party dialog
• Default Actions section of the third party screen
• Available actions section of the Configure Third party screen
• Previously Performed Actions section of the Configure Third Party Screen

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