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Create a Shared Address

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Use a Shared Address to connect an address from another entity or person to the current entity. This helps streamline address management and reduce manual duplication.

For more information, refer to Understanding Profile and Shared Addresses.

Overview

Shared Addresses allow you to link an address from an existing profile—either an entity or a person—to another entity. Use this feature to:

  • Reuse existing addresses across profiles

  • Maintain consistent and centralized address data

  • Reduce manual data entry for recurring addresses

Access this option in the General > Addresses section within the entity record.

Navigate to the Shared Address option

  1. Open the desired entity

  2. Go to General > Addresses

  3. Click the + New button in the top-right corner

  4. Select Shared from the dropdown list

Details

  1. Select the Profile Type: choose Entity or Person.

  2. Click + Add Profile and search for the profile with the desired address.

  3. Add Notes as needed.

Note: If the profile does not exist, click + Add Profile, then click the + New button in the modal to create a new entity or person.

Addresses

  1. Click the + Add Address button.

  2. In the Select Address modal, choose an address from the list of available active addresses for the selected profile.

Note:

  • If the profile only has one active address, it appears automatically.
  • If no address exists, click + New to open the Profile Address modal, complete the fields, and click Create.

Address Type

  1. Click the + Add Type button

  2. In the Address Type modal, select an address Title from the list, including:

    • Records Office

    • Registered Office

    • Shared Address

  3. Select a Custom Title if aplicable (opcional)

  4. Use the Manage Shared Address Custom Title button to manage available titles

  5. Add an Effective Date and End Date as needed using the calendar tool or YYYY-MM-DD format

  6. Click Create

Note:
Date fields are optional and can be left blank

Documents (optional)

  1. Click the + Add Documents button

  2. In the modal, select any documents stored in the entity’s Minute Book

  3. Click Link to Affiliation

Finalize the Shared Address

Click the Create button in the bottom-right corner to save the Shared Address.

Video instructions: