Although we recommend starting a parallel directly from a profile (as this ensures a more efficient and cyclical workflow), you can also associate a parallel with a profile after the parallel has been completed and reviewed.
From the Review tab
When you're reviewing a parallel in the REVIEW tab and you're ready to close it:
Click “Close parallel”.
A window will pop up prompting you to associate the parallel with a profile.
Select an existing profile or create a new one.
4. For other people related to this process (for example, legal representatives, UBOs, or other related parties), you’ll have the option to:
Create a new profile for them, or
Search your database to see if they already have an existing profile, and link it.
Once associated, you'll see a panel with the profile’s information on the right side of the screen. It will already include all the data collected during the parallel you just completed.
After completing these steps:
The client’s profile will be updated with the new information gathered.
Any related individuals or entities will also have their profiles associated.
The parallel itself will remain linked to the profile and can be found at any time in the Parallels tab.
This way, you ensure that all relevant information is centralized in the profile, making it easier to reuse for future processes.