Add relationships

Updated on October 26, 2021

CoorpID Partners

To create a new relationship with a partner that is on CoorpID, follow these steps:

  1. Select ‘Add new relationship’ from the Relationships menu.
  2. Choose for which of your entities you want to create the relationship. You can select multiple entities at once to create the relationship with the Partner. Partners that are on CoorpID can be selected from the drop-down list.
  3. Click ‘Add relationship(s)’.

Basic Partners

Even with partners that are not making use of CoorpID (basic partner), documents can be shared.

  1. Select ‘Add new relationship’ from the Relationships menu.
  2. Choose for which of your entities you want to create the relationship. You can select multiple entities at once to create the relationship with the Partner.
  3. Select ‘Share with partner not on the list’ and fill in the name of the partner.
  4. Click ‘Add relationship(s)’.