Add and remove labels to an entity

In Corporify, it is possible to add and remove labels to natural persons and legal entities. 

For example, you could add the label 'Group entity' or 'Managed entity' to the most important entities or the label 'KYC' to certain persons. This will allow you to segment them through the use of filters.

Add a label to a legal entity or person

Below you can find a step by step guide on how to add a label to an entity.

For detailed instructions, click 'Start tutorial' below.

How to add a label to an entity:

1. Go to the entity;

2. Click on 'Edit' next to Labels (overview page of the entity).

3. Type in the name of the desired label.

4. Select an existing label or click 'Add' to create a new one.

5. Click on 'Save changes'.

Remove a label of a legal entity or person

Below you can find a step by step guide on how to remove a label to an entity.

For detailed instructions, click 'Start tutorial' below.

How to remove a label to an entity:

1. Go to the entity;

2. Click on 'Edit' next to Labels (overview page of the entity).

3. Unbox the label you want to remove.

4. Click on 'Save changes'.