Legal Entities

Create a new Legal Entity

Get started

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Basics

The fundamentals are relatively simple. Pay close attention to the entity status, such as Active or Incorporation, and also assign the

Entity types⁠

. The choice of entity type should align with the intended usage of your legal entity. To learn more details about each type, simply hover over them. For instance, an OpCo refers to an operating company.

Side Notes

By default, the status filter in the entity index is set to active entities. If the added entity has a different status, the search must be adjusted accordingly to list the newly added entity.

Documents

In this section, you have the option to upload the necessary incorporation documents and related information. Simply click on "Add Document" and choose to upload a document from your Google Drive, Dropbox, or SharePoint. Additionally, you can create new documents based on templates available. Check:

Creating a Document Template⁠

to understand how to create and manage Documents templates.

Have more questions?

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Submit a request⁠

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Want to print your doc?
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.