Release Notes | April 2026

(Shareholder) register improvements

Bulk mandate updates

Integration with Dun & Bradstreet

Persons settings relocated

XBLR in document generation

UBO export to Excel

Export permissions overview

DocuSign Configuration 

(Shareholder) register improvements

We’ve improved the look and feel of the registers in the Ownership tab. These enhancements give you a clearer overview of your shareholders, including a dedicated section for voting rights.

The overview screen now includes a “Total shares” or “Total votes” bar at the bottom. When you apply filters - for example, to show only shareholders who are living in a certain country - you can immediately see in the total bar what percentage of the overall shares or voting rights this filtered group owns.

In addition, the tabs now include extra columns to indicate whether a shareholder is part of a specific group in Corporify, their nationality and jurisdiction, their country of residence, any specific labels assigned to them, etc.

For detailed instructions, click 'Start tutorial' below.

Bulk mandate updates

You can now terminate or reappoint all mandates for one person or legal entity in bulk. This allows you, for example, to end the mandate of a single director across multiple entities in one action. During the bulk termination, you can choose to terminate all mandates on the same effective date for consistency across your entities. In addition, you can specify a separate decision date for each individual mandate, ensuring that the legal decision date is accurately recorded even when different mandates are approved at different times.

For detailed instructions, click 'Start tutorial' below.

Integration with Dun & Bradstreet

We have been working on an integration with Dun & Bradstreet to make it easier to add new entities from around the world. When you create a new entity in Corporify, you can enter the enterprise number and search for the entity directly in Dun & Bradstreet. If the data is available, key information such as address, legal form, incorporation date and fiscal year is automatically retrieved and populated.

In addition to retrieving basic entity details, you can also capture the principal governing body based on the Dun & Bradstreet data. This means you can identify the directors or the full board of directors, review their details and add them to Corporify as mandates in just a few clicks. This reduces manual input, helps you keep governing bodies aligned with official records and speeds up the initial setup of new entities in your environment.

For detailed instructions, click 'Start tutorial' below.

Persons settings relocated

All settings for each person are now consolidated into a single, centralized settings section -aligned with the structure used for legal entities - giving you streamlined access to the following:

• General settings, where you can update this person’s details or archive the person when required.

• Portal users, where you can grant access to this person’s investments so they can be viewed through the portal.

• Portal access, where you can see which other entities this person can access via the portal.

For detailed instructions, click 'Start tutorial' below.

XBLR in document generation

When preparing the minutes of the annual general meeting, you can now adapt your templates to include your XBLR file directly in the document generation process. This means that all relevant figures and amounts from the annual accounts are automatically retrieved from the XBLR file and inserted into the correct sections of your template, such as profit allocation.

This enhancement significantly reduces manual input and the risk of transcription errors and ensures that the minutes are fully aligned with the annual accounts. 

Export your UBOs to Excel

When you register your UBOs in Corporify, you can now export them to Excel, making it easier to share and report your UBO information whenever needed.

For detailed instructions, click 'Start tutorial' below.

Export permissions overview

We have added a new export to your environment. If you have multiple platform users with restricted permissions who cannot see all entities, you can now use this export to generate a clear overview of each user and the entities they can access.

For detailed instructions, click 'Start tutorial' below.

DocuSign configuration 

Previously, you needed to send us your API Account ID to configure your DocuSign connection. This step has now been simplified: you can enter your API Account ID yourself directly in the silo settings of your environment to set up the link with your DocuSign account.

If your DocuSign configuration is not yet complete, simply follow the instructions outlined in the tutorial below.

For detailed instructions, click 'Start tutorial' below.

Questions?

If you have any questions, please contact support@corporify.com.