Table of Contents Introduction Update descriptive fields Introduction  Descriptive fields enable efficient sorting, filtering, and grouping of trans...

Table of Contents Introduction View and edit existing legal entities Create a new legal entity Download and upload legal entities Introduction T...

Table of Contents Introduction  View your company's users Add a new user Bulk edit users via Excel template Inactivate users Create and edit role...

Table of Contents Create Entity Level UDFs Apply UDFs to your Entities Create Entity Level UDFs From the welcome page, hover over your name and cl...

Table of Contents  Introduction Set Up SSO on Chatham Direct Using SAML 2.0 Introduction Single sign‐on (SSO) to ChathamDirect allows you...