A custom Provider can be created in two ways:


  1. From the Main Dashboard.

  2. Or while creating an Audit request document.


A custom provider will have the option of responding directly on the Circit platform or via their existing channels.


Creating a Custom Provider while creating a single audit request document.

1. Select the client entity you want to create the audit request document for.

2. Select confirmation request on the left of the screen and then ‘Add new request’

3. To create the custom  Provider request choose the custom Provider option and a + symbol will appear beside the Provider drop down.




4. A pop up window will appear. From here enter the Custom Provider name, address, email address and choose a category for the Provider.

5. In the same pop up window you will be able to tick a box, which will save the newly created custom provider for future use. This will then appear in the Provider drop down list when selecting a custom provider in the future, this step is optional.


6. Once you have entered all the details you can select the OK button on the bottom left of the pop up window. This will then allow you to continue and create an audit request document for this client.


Creating a Custom Provider while creating audit request documents in bulk.

1. Select the client entity you want to create the audit request document for.

2. Select confirmation request on the left of the screen and then ‘Bulk Create’

3. You can create the requests line by line selecting the ‘+’ symbol beside Provider to add a new custom Provider and to select whether or not to store it for future use.



4. You can also select ‘ Import from CSV’ to create requests, by selecting this option a pop up window will appear. From here you can select whether or not you want to upload Custom Providers or use existing providers. You simply toggle between the options available via the drop down list at the top of the pop up window.



5. Follow the CSV template requirements and upload the CSV from your PC by selecting ‘Browse CSV’ on the bottom right of the pop up window. Select the relevant CSV and then select ‘Bulk create' on the top right of the page.