Add/ Create New Party

 

Step by Step Instructions:

  1. Click Add/ Create New Party

  2. Enter party name or SSN. Click Search

  3. Review search results for possible matches and proceed as indicated below

 

If Party is found:

  1. Highlight name and verify all information in pop-up window

  2. If record is correct, click Select name from list

  3. Select appropriate role. Click Submit

  4. Select party. Click Next

 

Note: The party name cannot be in ALL CAPITALS, and cannot be longer than 50 characters. If a party displayed in the search results is not available for selection, it is because it is longer than 50 characters so a new party must be created that does not exceed the limit.

 

If Party is not found:

  1. Click Create new party

  2. Enter party information. Click Submit

  3. Select party. Click Next

 

Note: The party name cannot be in ALL CAPITALS, and cannot be longer than 50 characters.