Step-by-Step User Guides & Videos

Platform Overview

• [Video] Advanced Documents
• Advanced Documents: Uploading a Document or Image
• How do you handle backups?
• How secure is our data?
• How to add a tag?
• What happens to my data if I cancel my account?

See all 7 articles

Account Administration

• Adding a company logo
• [Video] Adding & Configuring Users
• Adding Tags
• Canceling Your Account
• Changing Your Password
• Choosing how many decimal places are displayed

See all 17 articles

Creating an Entity

• Adding Personnel
• Creating custom fields
• Creating Tags
• [Video] Custom Fields
• Deleting an Entity

Using Templates

• Can I upload all my information at once?
• Import Template

Creating Org Charts

• Accessing your org charts
• Changing an entity's color
• Changing the orientation of the org chart
• Creating an Org Chart
• Customizing relationship lines between entities
• Customizing your Org Chart ( Part 1)

See all 17 articles

Generating Reports

• How do I export a comprehensive entity list from the system?
• Reports & Charts
• What fields are used to generate the information in the Charts and Reports?
• Where can I export data in PDF format?
• Where can I export data in Microsoft Excel (.xlsx) format?

Managing Ownership/Shares

• Add Stock/Unit Type
• Transfer of Shares [Video]
• View Historical Ownership

Managing Notifications

• [Video] Notification Center