Create a New Entity

  1. Navigate to the Entities tab on the left of the screen
  2. Select the New tab at the top left
  3. Select Entity from the three options provided on the drop-down
  4. On the Details screen input the Name of the Entity, Jurisdiction, Type, Corporation Number, Formation Date
  5. Select Address set out under Details and input a new address for the entity and select the Create tab at the bottom right
  6. Open newly created entity
  7. Move through each section in the General tab and input information relevant to your jurisdiction and company workflow

Video Instructions:

Assigning Directors and Officers to the Entity you have Created

  1. Navigate to the Principals tab
  2. Add yourself as a director and officer by selecting the New button located on the top left
  3. Add a few more directors and officers using the same steps

Video Instructions:

Resign a Director and an Officer

  1. In the Principals tab, select the person resigning
  2. Change the status to Inactive
  3. Select the date and click Confirm
  4. Go back up to the top in the yellow information bar and press Apply
  5. Repeat this process and resign an officer
  6. Navigate to the right and click on Principal Register
  7. Generate a director and an officer register
  8. Review the registers in the Documents tab

Video Instructions:

Create a Share Class, Issue Shares, and Generate a Stock Certificate

Share Class:

  1. Navigate to the General tab and then move to the Compliance tab
  2. Under the Filing section of this screen move to the Certificate Template field and select a Stock Certificate template
  3. Navigate to the Governance tab
  4. Select Share Classes under the Governance tab
  5. Select New at the top left of Share Classes and select New share class from the drop down menu
  6. Add date the share class was created
  7. Add share class name (e.g. - Common)
  8. Add certificate code to reflect how you want the share certificate to be generated (e.g. C-* which will generate as C-1, omit the letter if just using a number for your certificates), asterisks must be added to ensure stock certificate numbers are issued in sequence as share transactions occur
  9. Define the settings and restrictions if required
  10. Click the Create tab at the bottom right

Video Instructions:

Issue Shares and Generate Stock Certificate:

  1. Navigate to the Securities tab
  2. Select the share class
  3. Select New and then Issuance
  4. Enter the issuance details in the Details section, enter Transaction Date as today’s date
  5. Move to Shareholding section and select yourself as a shareholder
  6. Move to the Review section and click on Draft and select Merge Documents
  7. Select Stock Certificate from Supporting Documents List and click Merge
  8. Select View Documents Now
  9. View stock certificate in Documents tab

Video Instructions:

Generating Summaries, Registers, and Ledgers

  1. Navigate to the Overview screen
  2. Click on Generate Summary and select the template you want to generate
  3. Click on Merge and the View documents now link to the documents section
  4. Navigate to the Securities then to Shares
  5. Click on Registers/Ledgers
  6. Select Current Share Class
  7. Select the templates you want to generate and click on Merge
  8. Navigate to the Principals tab
  9. Click on Principals Register
  10. Select the templates you want to generate and click on Merge
  11. Navigate to the documents section and view your documents.

Video Instructions:


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