Search

Create a Shared Address

Alix
Alix
  • Updated

For more information about Shared Addresses, check out Understanding Profile and Shared Addresses.

Within the entity, navigate to General > Addresses, click the blue + New button, and in the drop-down, select Shared.

1. Details

  • Select the Profile Type to choose if the address being shared is from an Entity or a Person.
  • Click in the + Add Profile box, and search for the entity or person record with the address being shared.
    Note: If a profile has not yet been made for this entity or person, click the New button at the bottom left-hand corner of the box and create a new record with an address. 
  • Add Notes about the address, if needed.

2. Addresses

  • To select the address from the central entity, click the + Add Address button.
  • All active Profile Addresses for the central entity will appear.

  • If the correct address does not appear, create a new Profile Address for the central entity by clicking on the + New button.

3. Address Type 

  • Select the + Add Type

  • Use this prompt to select the Role (Records Office, Registered Office, Shared Address).

  • If Shared Address was selected as the Role, you can also add a Custom Title for more detail.
  • Add the Effective Date and/or End Date by selecting the date on the pop-up calendar. If entered manually, ensure that the date is in a YYYY-MM-DD format.
    Note: Date fields are not required, and they can be left blank.

4. Documents

The Documents section allows for any connections to be made to this Shared Address and any documents stored in the entity's Minute Book.

  • Click the + Add Documents button

  • Select the Documents associated with the Shared Address.
  • When done, click Link to Affiliation.

  • Once everything is confirmed accurate, click the Create button at the bottom right-hand corner of the box.