In this article learn how to:
Add a company document
Pre-built documents are available for quick access, however, as an administrator you can create custom company documents. Click on Add company document.
A pop-up displays the following information that must be filled by the user :
- Name
- Description
- Information to include : This replicates the “Information to include” field for standard company profile
Complete the form and validate.
This generates a widget with the name and description of the Custom company document. Click on the pen to edit the document and click on the toggle to make it available to all users.
Pre-built company documents
As an administrator, access in the settings the Library.
From the library, you can choose to active pre-existing company documents or create your own.
Among the the documents available by default:
Company profile
A customizable overview of the company's key details, including its shareholding and holdings, boards and committees members and delegations (if available).
Available as a single document or as a bundle.
Shares register
A ledger tracking the transaction history of shares for each company shareholder and share class. Recommended for comptes d'actionnaires (shareholder accounts) in France and corporate books in Canada.
Contains up to 4 capital transaction custom field fields to add as additional columns to the standard document
Options :
- Include a table of contents
- Include a cover page
- Set as default settings
Officers register
A formal record of all company officers, including their names, roles, addresses, and the dates they began or ended their position. Recommended for corporate books in Canada
The user must select here an instance from the list of reference “instance names” from which the information about company officers will be taken
Options :
- Include a table of contents
- Include a cover page
- Set as default settings
Directors register
A formal record of all company directors, including their names, roles, addresses, and the dates they began or ended their position. Recommended for corporate books in Canada
The user must select here an instance from the list of reference “instance names” from which the information about company directors will be taken
Options :
- Include a table of contents
- Include a cover page
- Set as default settings
Shareholders register
A formal record of past and present company shareholders, including their names, addresses, and the dates they joined or left as shareholders. Recommended for corporate books in Canada.
Options :
- Include a table of contents
- Include a cover page
- Set as default settings
Access the corporate documents
When activated, find the company document in the company's profile page. At the top right of the page, click on the Generate and select the document to generate.
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