From the Clients Requirements page, you can:
- Switch between clients using the drop-down menu at the top of the page.
- Take steps to complete outstanding requirements in the left navigation menu.
- Use Auto-fill Requirements to automate the requirements completion process.
- View outstanding requirements in the left navigation menu for a selected client:
- The red exclamation mark means this information is required by the client and you have not yet completed the section.
- The green check mark indicates you have completed that section.
- The grey check mark means you have not completed the requirement, but it is not required by this specific client at this time.
Other items on the Client Requirements page:
- Payment Terms: View payment terms entered by your clients, if applicable.
- Client Agreements: View client agreements your client has uploaded, if applicable.
- Search Statistics: View how often your profile has been searched and clicked during a specific period of time.
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