Step-by-Step User Guides & Videos

Account Administration

• Adding Your Company Logo
• Adding Tags
• Canceling Your Account
• Changing Your Password
• Choosing how many decimal places are displayed
• Delete User

See all 15 articles

Creating an Entity

• Adding Personnel
• Creating Custom Fields
• Creating Tags
• Deleting an Entity

Managing Ownership/Shares

• Add Stock/Unit Type
• Designate Stock Ownership
• Transfer of Shares [Video]
• Transfer Shares for Ownership Changes, Closure, and More
• View Historical Ownership

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 18 articles

Documents

• Advanced Documents Overview [Video]
• Upload Document or Image
• Configure Document Access

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?