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Set up solicitors and required licenses

Follow these steps to add solicitors and their licenses on the Solicitors page.

Some states require licensing for representatives selling alcohol on your behalf. You can manage your solicitor licenses on the Solicitors page. The license numbers you provide are used in other ShipCompliant features - for example, on reports, product registrations, and other documents.

  1. In ShipCompliant, go to Setup and click Solicitors.
  2. Click Add Solicitor.
  3. Fill in your solicitor's information, then click Continue.
  4. Select the working regions your solicitor is active in. For each state, choose the type that reflects your solicitor's role. Then click Add new.
  5. Once you've added your solicitors, click the Required quick filter.
    You'll see all licenses required for each solicitor, based on the working regions you selected. Some states don't require licenses for solicitors. In the table, you'll see these states show as ​Not required. In these cases, you don't need to add any license information, but if there's a license available for that state, you can still add one if you choose to.
    Tip:

    You can ignore a required license if you don't want to see it on the Solicitors page. Hover over the license you'd like to ignore, then click Ignore