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Adding DBA Information

Secretariat allows you to track any DBA (Doing Business As) name(s) used by an entity.

To Add DBA Information:

  1. Open the Entities module and add a new entity or edit an entity record.
  2. In the Entities Edit Mode, click the Names tab.
  3. Click the DBA Names tab.
  4. Click the New button.
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  5. Click the button next to the Jurisdiction text box to select a jurisdiction.
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  6. Enter the DBA name in the text box.
  7. Enter the appropriate dates or click to select a date from the popup calendar.
  8. Click Save.
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