Appoint the Same Individual to Multiple Companies

Use the Batch Appoint option in the individual record to appoint the individual to multiple companies at the same time.

Go to All Searches > Individuals and open the record of the individual you want to appoint to multiple companies.
In the individual's record, go to Appointments and select Wizards > Batch Appoint.

The Batch Appoint Wizard displays.
On the Select Companies page in the wizard, use the search to find the companies to which you want to appoint the individual.
In the list of search results, select the companies to which you want to appoint the individual, then select Next.
The companies you selected are now listed on the Select Companies page at the bottom.
On the Date and Position page of the wizard, provide the event date and select the position or positions you want to appoint the individual to. Select Next to continue.
(Optional) On the Notes page, enter notes for the event as required, then select Next.
(Optional) On the Board Meeting page, you can add the date of the board meeting where the decision about the appointment was made. Select Next.
On the Action page of the wizard, select the required action and select Next.
On the Finish page of the wizard, select the required documents and once their status shows as completed, select Finish.

The appointments are listed on the Appointments page in the individual's record.

See also