Create a New Entity
- Navigate to the Entities tab on the left of the screen
- Select the New tab at the top left
- Select Entity from the three options provided on the drop-down
- On the Details screen input the Name of the Entity, Jurisdiction, Type, Corporation Number, Formation Date
- Select Address set out under Details and input a new address for the entity and select the Create tab at the bottom right
- Open newly created entity
- 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
- Navigate to the Principals tab
- Add yourself as a director and officer by selecting the New button located on the top left
- Add a few more directors and officers using the same steps
Video Instructions:
Resign a Director and an Officer
- In the Principals tab, select the person resigning
- Change the status to Inactive
- Select the date and click Confirm
- Go back up to the top in the yellow information bar and press Apply
- Repeat this process and resign an officer
- Navigate to the right and click on Principal Register
- Generate a director and an officer register
- Review the registers in the Documents tab
Video Instructions:
Create a Share Class, Issue Shares, and Generate a Stock Certificate
Share Class:
- Navigate to the General tab and then move to the Compliance tab
- Under the Filing section of this screen move to the Certificate Template field and select a Stock Certificate template
- Navigate to the Governance tab
- Select Share Classes under the Governance tab
- Select New at the top left of Share Classes and select New share class from the drop down menu
- Add date the share class was created
- Add share class name (e.g. - Common)
- 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
- Define the settings and restrictions if required
- Click the Create tab at the bottom right
Video Instructions:
Issue Shares and Generate Stock Certificate:
- Navigate to the Securities tab
- Select the share class
- Select New and then Issuance
- Enter the issuance details in the Details section, enter Transaction Date as today’s date
- Move to Shareholding section and select yourself as a shareholder
- Move to the Review section and click on Draft and select Merge Documents
- Select Stock Certificate from Supporting Documents List and click Merge
- Select View Documents Now
- View stock certificate in Documents tab
Video Instructions:
Generating Summaries, Registers, and Ledgers
- Navigate to the Overview screen
- Click on Generate Summary and select the template you want to generate
- Click on Merge and the View documents now link to the documents section
- Navigate to the Securities then to Shares
- Click on Registers/Ledgers
- Select Current Share Class
- Select the templates you want to generate and click on Merge
- Navigate to the Principals tab
- Click on Principals Register
- Select the templates you want to generate and click on Merge
- Navigate to the documents section and view your documents.