The People Record is a central profile that organizes all data related to an individual. It provides a complete breakdown of their contact information, associated addresses, affiliations with entities, linked documents, and historical changes.
Overview
A People Record acts as a single source of truth for an individual, simplifying how they are tracked across multiple entities and roles within your corporate structure. The record is divided into several sections that contain key information for both legal and administrative management.
Contact
This section contains all identifying and contact information for the individual.
- You will find fields such as the person's Name, Email, Phone Number(s), Occupation, Designation, Passport Number, Driver's License, and Date of Birth
- Use the Notes field to add internal comments to the person's profile
- Add Tags for ease of reference when searching through People Records
Addresses
This section lists and manages all addresses associated with the person's record.
- You can add and update multiple addresses through this section
- To learn how to manage these addresses, consult the relevant help article on managing people addresses
Associations
This section lists the affiliations this individual has with other entities.
- The list includes roles such as Principal, Shareholder, Secretary, Member, Lawyer, or Paralegal Member
- For instructions on managing multiple roles, consult the help articles on how to bulk resign or bulk appoint an individual across different entities
Documents
This section displays a list of documents associated with this individual's profile.
- To add documents, click the New button and select one of the available options to upload the document
Audit Trail
This section provides a complete history of all changes made to the person's profile.
- This record allows users to view the date and details of every modification to the profile
Structure Charts
Structure Charts automatically generate visual ownership diagrams from the data entered in the Securities section, enabling you to explore parent-child relationships interactively. Users can navigate, adjust, and reposition nodes, then export the chart in multiple formats exactly as displayed on screen. This record allows users to view the date and details of every modification to the profile
Charts dynamically reflect your Securities data, and any errors must be corrected directly in the Securities section.
You can export the chart in PDF, PowerPoint, SVG, PNG, or Excel formats, with the visual export matching your on-screen layout.
Video Instructions