Documents

In the Entities app, documents are stored in Working Documents or Document Store.

By default, Working Documents stores the following:

  • All documents generated by the system

  • All documents imported to Working Documents using the Import Document Wizard

  • Documents uploaded to Entities that are not attached to any entity

By default, Document Store stores ​​​​all documents imported to Document Store using the Import Document Wizard.

If you have permissions allowing this action, you can move documents between Working Documents and Document Store using the Move document option.

Working Documents

The Working Documents option in the Global Banner provides access to all working documents within the application.

Working Documents stores the following:

  • All documents generated by the system. Examples: forms for certain jurisdictions, minutes, shareholder resolutions, reports

  • All documents imported to Working Documents using the Import Document Wizard

  • Documents uploaded to Entities that are not attached to any entity

Note

You need appropriate security permissions to access the documents and carry out actions listed below.

To view documents for a specific entity, open the entity record and go to Documents > Working Documents.

From the Options Menu Options menu of any document in the list, you can:

  • View the document
  • View the document as PDF
  • Email the document
  • Email the link to the document
  • Export the document
  • Move document to the Document Store.
  • Delete the document

From the Wizards, you have the following options for one or more selected documents in the list:

  • Email documents
  • Download documents
  • Open as single PDF
  • Move documents to the Document Store.
  • Delete documents
  • Import documents

You can filter the list of documents using the following filtering options in the basic search:

  • Where From search for documents in a specific location, such as All Documents or Working Documents.
  • Search For search for specific types of information in the documents like quickref or form number
  • Begins With/Contains use this filter to search for a specific document or document type
  • Order By specify the order in which documents appear on screen
  • During the Last select how far into the past you want to search

Select More to reveal further filtering options for documents.

Document Store

The Document Store option in the Global Banner provides access to all documents stored in the section within the application.

Document Store stores ​​​​all documents imported to Document Store using the Import Document Wizard. You can use this section to store documents you intend to keep indefinitely or to import your own documents, such as the company accounts.

Note

You need appropriate security permissions to access the documents and carry out actions listed below.

To view documents stored for a specific entity, open the entity record and go to Documents > Document Store.

From the Options Menu Options menu of any document in the list, you can:

  • View the document
  • View the document as PDF
  • Email the document
  • Email the link to the document
  • Export the document
  • Move document to the Working Documents.
  • Delete the document

From the Wizards, you have the following options for one or more selected documents in the list:

  • Email documents
  • Download documents
  • Open as single PDF
  • Move documents to the Working Documents.
  • Delete documents
  • Import documents

Checked Out By Me

You can edit documents produced and stored in the system by checking them out first. In the Checked Out By Me section, you can find documents that you have checked out.

All Documents

The All Documents section displays all documents within the Entities app regardless of who created them, what they are for or which category they fall under.

Form Fill

The Form Fill section contains forms that can be form-filled by users. Forms are only available for certain jurisdictions. There are a number of forms that are automatically generated by the system. Forms the Entities app does not generate are available to be filled in manually under the Form Fill section.

Electronic filing

In some jurisdictions like Ireland, UK and Australia, you can file forms electronically to your corresponding government agency. For more information about electronic filing in a certain jurisdiction, refer to the relevant section in the Help Centre.