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Export details of legal entities

Export details of all legal entities in Corporify to Excel.

There is an easy way to export the details of all legal entities in your Corporify silo to Excel. Such export makes it easier to verify data and to complete data in bulk. 

In addition to filtering by entity type (Legal entity), you can add further filters. For example, you can filter to show only legal entities with the label 'Managed entity'.

Below you can find a step by step guide on how to export the details of all legal entities.

For detailed instructions, click 'Start tutorial' below.

 
 

 How to export the details of all legal entities:

1. Go to the tab 'Entities'.

2. Filter the list on 'Entity type' and select 'Legal entities'.

3. Click on 'Export'.

 

NOTE: When you export all legal entities, you can complete and modify the data in the Excel file. Afterward, you can contact us to upload this Excel file so that the information can be updated in bulk. Below you can find a step by step guide on how to do this:

1. Export the details of all legal entities.

2. Open the excel sheet and make the necessary changes/modifications.

3. Save the adapted Excel sheet in Corporify (in the document room of an entity or the Corporify onboarding entity) and copy the URL of the location of the document. 

4. Reach out to support@corporify.com with the URL to update the entities.