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- Entities
- Legal entities
Add notes to a legal entity
Learn how to 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. This could include additional details such as a LEI code or historical information regarding the legal entity.
Below you can find a step by step guide on how to add a note.
For detailed instructions, click 'Start tutorial' below.
When exporting legal entities to Excel, your added notes will be included. To ensure consistency, use the same title for notes across entities, allowing them to appear in the same column for easier access.