Link entities involved in (trans)action to the relevant transaction documents

When you are executing a share transaction or governing body action, you have the option to add supporting documents. When you have added these documents, you can link the entities that are involved in the (trans)action.

For example: when you a transfer transaction, you can add the SPA as supporting document. Next to that you can link the entities involved in the transfer to the document.

The advantage of linking the entities involved in the (trans)action is that when you go to the transaction history of one shareholder you can find the linked documents there or if you go to the document room of one entity or go to the document manager with the documents of all entities, you can search for all documents where an entity is linked.

In this article, you will find the following tutorials:

1. Link involved entities to a transaction document.
2. Get an overview of all transactions linked to a shareholder.
3. Filter all documents linked to an entity within one legal entity (from the 'Documents' section of a legal entity).
4. Filter all documents linked to an entity across all entities (from the 'Document manager' section).

1. Link involved entities to a transaction document

Below you can find a step by step guide on how to link involved entities to a transaction document.

For detailed instructions, click 'Start tutorial' below. 

Step-by-step:

1. Go to the register and open the 'Transaction' tab.
2. Open the transaction and click on 'Documents'.
3. Select the document or open the document and open the side panel.
4. Click on 'View/edit' next to linked entities.
5. Link the entities and click on 'Save changes'.

2. Get an overview of all transactions linked to a shareholder

Once you have linked an entity (e.g. a shareholder) to a transaction document, you will be able to view and consult that document when reviewing the overview of all transactions linked to the relevant shareholder.

Below you can find a step by step guide on how to get an overview of all transactions linked to a shareholder..

For detailed instructions, click 'Start tutorial' below. 

Step-by-step:

1. Go to the register of the entity and click on the tab 'Shareholders'.
2. Click on the three dots next to the shareholder and select 'Show history'.
3. Consult overview and find supporting documents and transaction notes.

3. Filter all documents linked to an entity within one legal entity (from the 'Documents' section of a legal entity)

Once you have linked an entity (e.g. a shareholder, director or other) to a (transaction) document, you can use the legal entity’s document room to filter and retrieve all documents linked to that entity across every folder in the “Documents” section, giving you a complete overview without manually browsing individual folders.

Below you can find a step by step guide on how to filter on all documents linked to an entity, within a specific legal entity across all document folders (from the 'Documents' section of a legal entity).

For detailed instructions, click 'Start tutorial' below. 

Step-by-step:

1. Go to the tab 'Documents' of the legal entity.
2. Click on 'Filter' and select 'Linked entities'.
3. Select the entity you want to see linked documents from.
4. View linked documents.

4. Filter all documents linked to an entity across all entities (from the 'Document manager' section)

Once you have linked an entity (e.g. a shareholder, director or other) to a (transaction) document, you can use the Document manager tab to filter and retrieve all documents where that entity is linked across all entities. This gives you a complete overview of all related documents without having to browse individual entities manually..

Below you can find a step by step guide on how to how to filter on all documents linked to an entity, across all entities (from the 'Document manager' section ).

For detailed instructions, click 'Start tutorial' below. 

Step-by-step:

1. Go to the tab 'Document manager'.
2. Click on 'Filter' and select 'Linked entities'.
3. Select the entity you want to see linked documents from.
4. View linked documents.