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  1. EntityKeeper
  2. User Guides

User Guides

Platform Overview

  • [Video] Advanced Documents
  • Are there additional fees?
  • Can I upload all of my information at once?
  • Can users add entity types?
  • Does EntityKeeper support international entities?
  • How do I know that my data can’t be accessed by other customers?
See all 11 articles

Creating an Entity Record

  • Adding Personnel
  • Creating custom fields
  • Creating Tags
  • [Video] Custom Fields
  • Do you track officers and directors?

Using Templates

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

Managing Notifications

  • [Video] Notification Center

Creating Org Charts & Reports

  • Accessing your org charts
  • Changing an entities 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 24 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 14 articles

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