Viewing Client Requirements

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.