Getting started with Entities

Before you can start using Entities, your system administrator must set up your account. After you create a password and sign in, you’re ready to start using Diligent Entities.

Navigating Entities

To learn about the Entities interface and how to move within the app, see:

• Global screen

• My Portal

• Searches

Managing entities

Entities are objects managed in the Entities app. The key entity types are:

• Companies

• Individuals

• Other entities

To find out how to create and work with different types of entities, see:

• Entering data

• Create a company

• Setup mode and live mode

• Create an individual

• Create an other entity

Working with data

To learn how to store and manage data in Diligent Entities, see:

• Documents

• Data library

• Reports

• Group structure