Step 2 - Legal entities and persons

First step to get started is to add the legal entities you want to manage in Corporify. Once there are added you can add all the corporate details, such as the date of the annual general meeting. Next to the legal entities you want to manage, you can also start with adding the legal entities and persons that are a director, statutory auditor, share holder, contact person. You will need this entities to go to step 3 and start adding the governing bodies and share register.

Below you can find the following guides:

• How to add a legal entity and person
• How to add additional information;
• How groups, labels and favorites can help you manage your entities.

How to add a legal entity or person

Add a legal entity

Adding legal entities is the first step in effectively managing your data within Corporify. Whether you need to add a legal entity you manage, a director, shareholders, or an auditor's legal entity, this step is essential.

Below you can find a step by step guide on how to add a new legal entity.

For detailed instructions, click 'Start tutorial' below.

Add a person

Whether you need to add a person who is a shareholder, legal representative, director, contact person or UBO. 

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

For detailed instructions, click 'Start tutorial' below.

How to add information 

You can add the following information of your legal entities: incorporation date, address, VAT-number, fiscal year, abbreviation, contact information, date of the annual general meeting, name, bank accounts, NACE codes, .... You can even add notes to enables you to consolidate essential information and include extra details that are not covered by the predefined fields.

Below you can find a step by step guide on how to add the date of the annual general meeting and fiscal year.

For detailed instructions, click 'Start tutorial' below.

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

For detailed instructions, click 'Start tutorial' below.

Groups, labels and favorites

Labels make it easier to categorize, filter and search for entities. Keep reading to find out how to add or remove them.

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

For detailed instructions, click 'Start tutorial' below.

You have the ability to organize your legal entities and persons into groups, making it easier to manage and access them. These groups are accessible to all users on the platform. For example: a group for all the entities you manage, a certain division or department, all members of a family.

Below you find a step by step guide on how to create a group.

For detailed instructions, click 'Start tutorial' below.

Favorites allow you to quickly access the entities or groups you use most frequently. Your favorites will be displayed prominently in the left sidebar for easy access. Unlike groups, your favorites are specific to your user account, ensuring that other users in Corporify cannot see them. 

Below you can find a step by step guide on how to flag a group as favorite.

For detailed instructions, click 'Start tutorial' below.