Add notes to a legal entity

The capability to add notes about a legal entity enables you to consolidate essential information and include extra details that are not covered by the predefined fields or custom data fields. This could include historical information regarding the legal entity. 

If you want to capture additional predefined information across multiple entities, you can create custom data fields. This is useful, for example, when you want to consistently record LEI codes or KYC information for your entities. Click here if you want to find more information regarding custom data fields.

Below you can find a step by step guide on how to add a note.

For detailed instructions, click 'Start tutorial' below.