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.
- Go to All Searches > Other Entities Search > Wizard > New Other Entity.
The New Other Entity Wizard opens.
On the Details screen, select the country and region the other entity is resident in. Select Next.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Select Finish.
The new other entity record opens. You can provide additional details as required.
Other entities in modernized version
The modernized 实体 experience allows you to view and analyze other entities created in a table format. 表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。
说明
您可以在现代化 实体 和经典版 实体 中查看此信息。若要更改数据，请使用经典版 实体。有关这两种 实体 体验的详细信息，请参阅Modernized 实体。
说明
在现代化 实体 列表页面上，默认情况下会隐藏历史记录以与经典版保持一致（经典版仅显示活动的或当前的项目）。
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 实体 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
将现代化 实体 中的详细信息页面导出为 PDF，以捕获页面上显示的记录信息的副本。
使用 PDF 导出功能可以：
与利益相关者共享记录的详细信息。
存档记录的时间点副本。
若要导出，请从详细信息页面的工具栏中选择导出。
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.
- 组从保存的架构生成组架构，以重复使用配置选项，例如架构类型、日期、百分比和列。有关详细信息，请参阅Group in modernized 实体。
Data library View data libraries linked to the entity. For more information about the details available, refer to Data library in modernized 实体.
Note
对数据资料库的访问权限取决于用户角色，以及在经典版 实体 中配置的权限。若看不到该页面，则可能是访问权限受限。
- Documents See the documents for the selected entity, including DocRef, Produced on, Date, and other columns. For more information, refer to Documents in modernized 实体.
Note
文档列表页面仅对具有相应访问权限的用户可见。如果您看不到该页面，请与管理员联系以请求访问权限。
Follow these steps to view other entity details:
In modernized 实体, select Entities > Other entities.
From the table that appears, select an entity you want to access.
On the 实体 details page, review information about the entity and use the tabs at the top to access different details.
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 实体.On the Documents page, select the More
icon to download a document.- To switch from the modernized 实体 view to the classic version, select Manage in classic 实体. For more information, refer to Navigating to classic 实体 from modernized version.
