Create an other entity

Other entities are third party corporate bodies that are not managed in the system.

An other entity could be a corporate shareholder, trust, joint holder or branch office. You cannot appoint an entity to an other entity and an other entity cannot have its own share capital and it cannot have shareholders. However, you can appoint an other entity to a company and an other entity can be a shareholder.

Other entities in classic version

An other entity can be created from:

• The My Portal page
• New Records on the Global Banner.
• The Other Entities tab in the All Searches page.

1. Go to All Searches > Other Entities Search > Wizard > New Other Entity.

   The New Other Entity Wizard opens.

2. On the Details screen, select the country and region the other entity is resident in. Select Next.

3. On the Name and Quick Reference screen, enter a name, select a type and provide a quick reference for the other entity. Select Next.

   The quick reference is the other entity's unique identifier in the system. Use the Show me now option to have a quick reference generated or enter one manually.

   Note

   The list of other entity types can be amended by the system administrator under System Tools > List Manager.

4. On the Addresses screen, provide the trading address and the registered office address for the other entity. Select Next.

   You can add or create a shared address or add a one-off address for the other entity. Use the wand icon that comes before the relevant address type to add an address.

5. On the Management Details screen, provide management details about the other entity. Select Next.

   Management details are used to assist in record management within the system. The management options listed here can be configured in System Tools > List Manager by the system administrator. Refer to List Manager to learn more.

6. On the Duplicates screen, check if records for this other entity already exist. Select Next.

   The system checks for duplicates based on corporate number and entity name. If it finds entity records with the same or similar name and a different company number, it displays the records as potential duplicates.

7. On the Extra Details screen, enter more details about the other entity. Select Next.

   This screen displays any user-defined fields that have been added by the system administrator. Refer to User-Defined Fields (UDFs) for more information.

8. On the Security screen, select the security groups for the other entity. Select Next.

   System administrators can add security groups to this screen as required. Refer to Security Groups to learn more.

9. On the Action screen, select to save the company as pending or update all records immediately. You can also set up tracking for a pending event.

10. Select Finish.

    The new other entity record opens. You can provide additional details as required.

Other entities in modernized version

The modernized Entidades experience allows you to view and analyze other entities created in a table format. Cada columna de la tabla incluye opciones para autodimensionar la columna actual, autodimensionar todas las columnas o restablecer los anchos de las columnas por defecto.

To view other entities, go to Entities > Other entities. On this page you see the following options:

• Search Enter a name to view their details from the other entities table.

• Columns The Other Entidades page includes the Columns feature for better navigation. For more information, refer to Columns.

• Sorting or ordering Use multicolumn sorting on the Other entities page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

Accessing other entity details

Information about other entities is organized into pages and tabs:

• Entity details This page has the following internal tabs:

  • The Details tab displays collapsible sections with information that corresponds to the Company Details page in the classic view, with information such as Main Details, Primary Addresses, Accounting Dates, Single Member Company, Industrial Classifications,  Management, Sets, and General Fields.

    Note

    On the details page, the following fields are hidden when they are empty: Incorporated, Dissolved, Company number, and Occupation. These fields appear only when a value is present.

    Export other entity details

    Exporte una página de detalles en la versión modernizada de Entidades a PDF para capturar una copia de la información del registro que se muestra en la página.

    Utilice la exportación de PDF para realizar lo siguiente:

    • Compartir los detalles del registro con las partes interesadas.

    • Archivar una copia puntual de un registro.

    Para exportar, seleccione Exportar en la barra de herramientas de la página de detalles.

  • The Addresses  tab displays collapsible sections with information that corresponds to the Company Details > Addresses page in the classic view. For more information about the details available, see Company Addresses.

• GrupoGenere una estructura de grupo a partir de estructuras guardadas para reutilizar las opciones de configuración, como el tipo de estructura, la fecha, los porcentajes y las columnas. Para obtener más información, consulte Group in modernized Entidades.

• Data library View data libraries linked to the entity. For more information about the details available, refer to Data library in modernized Entidades.

  Note

  Su acceso a la biblioteca de datos depende de su rol de usuario y de los permisos configurados en Entidades clásicas. Si no ve la página, su acceso a ella puede estar restringido.

• Documents See the documents for the selected entity, including DocRef, Produced on, Date, and other columns. For more information, refer to Documents in modernized Entidades.

  Note

  La página de lista de Documentos solo es visible para los usuarios con los permisos de acceso adecuados. Si no puede ver la página, comuníquese con su administrador para solicitar acceso.

Follow these steps to view other entity details:

1. In modernized Entidades, select Entities > Other entities.

2. From the table that appears, select an entity you want to access.

3. On the Entidades details page, review information about the entity and use the tabs at the top to access different details.

4. On the Data library and Documents pages, use the following options to filter and customize the view:

   • Search Directly search for information about the entity.

   • Columns Using this option, you can customize the look of the table. For more information, refer to Columns.

   • On the Data library page, select the More icon and then select View details to open the data library in the classic view. The data library opens in a new tab. For more information, refer to Data library in modernized Entidades.

   • On the Documents page, select the More icon to download a document.

   • To switch from the modernized Entidades view to the classic version, select Manage in classic Entidades. For more information, refer to Navigating to classic Entidades from modernized version.