Create Multiple Engagements – Validis Support

How to create several engagements at the same time

If you have several engagements to set up, you can create them in one pass instead of one at a time. You enter the team details once, add each engagement, and create them all at the end.

Please note

This is available to the Relationship Manager role and above. See the Detailed User Profile Permissions Table for what each role can do.

Opening the form

On your dashboard, select Create New Engagement, then Add Multiple Engagements.

Entering the team details

The Create Multiple Engagements form opens on the team details. These are the people at your firm who need access to the data, and they are applied to every engagement you create here.

Field	Notes
Engagement Owner	Required.
Backup Owners	Optional. Others at your firm who also need access to the data.

The team details section of the Create Multiple Engagements form

Adding each engagement

Select Add Engagement.

The Add Engagement button on the Create Multiple Engagements form

A window opens for that engagement's details.

Field	Notes
Engagement Name	Required.
External Engagement ID	Optional. Your own reference for the engagement.
Key Contact	Required. The person who will share the data.
Additional Contacts	Optional. Anyone else who needs access to this engagement.

If you are uploading on the client's behalf, tick the option to represent the engagement yourself. If you added a contact before ticking it, that contact moves to Additional Contacts.

The window for entering an individual engagement's details

Select Add. Repeat for each engagement you need.

Inviting a new client contact

If the person you need is not on the portal yet, select Add New Contact and enter their first name, last name and email address. All three are required.

The Add New Contact window with first name, last name and email address

Invite becomes available once all three fields are filled in. It emails the invitation and adds the person to Additional Contacts.

Reviewing what you have added

The engagements you have added appear as a list under Engagement Details. Nothing is created until you select Create, so you can change the list first.

The list of engagements added so far, with edit, clone and delete controls

Icon	What it does
Pencil	Edit the engagement.
Copy	Clone it, so you can change one or two details rather than entering everything again.
Trash	Remove it from the list.

Additional settings

Under Additional Settings, tick the features you want enabled. These apply to every engagement you are creating here.

When the list is complete, select Create.