Entities
The Entities module maintains information on corporate and other entities that have a logical association with a corporation’s entities. Basic information such as addresses and contact numbers is easily accessed.
If Suite is installed, entity records can be shared between eCounsel and Secretariat. eCounsel users’ access to records entered in Secretariat is subject to Secretariat security settings.
- Getting Started
- E-mailing a Summary of an Entity
- Adding an Entity
- Editing an Entity Record
- Deleting an Entity
- Approving/Rejecting Changes to an Entity Record
- Adding Contact Information
- Adding Jurisdiction Information
- Adding New Committee Information
- Adding Former Name Information
- Adding DBA Information
- Adding Alternate Name Information
- Adding New Ownership Information
- Entering New Canadian Information
- Adding Bylaws Information
- Adding Division Members
- Adding Partnership Agreements
- Adding a Person to a Position
- Adding Regulations Information