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Export all mandates of an entity to Excel

Learn how to make an export of all mandates of a person

For compliance purposes, you may need to compile a comprehensive list of all mandates associated with an person or a legal entity. You have the option to export a complete overview of both active and ended mandates for that entity. Please be aware that the list will only contain mandates that have been recorded in Corporify.

Below you can find a step by step guide on how to export all mandates of a person to Excel.

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

  1. Go to the person.
  2. Click on the tab 'Connections' and go to the sub tab 'As a mandate holder'.
  3. Click on 'Status' to include 'Ended' mandates.
  4. Click on 'Export to Excel'.

Below you can find a step by step guide on how to export all mandates of an legal entity to Excel.

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

  1. Go to the legal entity.
  2. Click on the tab 'Connections' and go to the sub tab 'As a mandate holder'.
  3. Click on 'Status' to include 'Ended' mandates.
  4. Click on 'Export to Excel'.

 

If the Excel export does not meet your specific needs, please contact support@corporify.com for further assistance. Our team can help you explore potential template options that may better align with your requirements.