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Highlights from the January 2024 release
1. Link documents to share transactions and governing body actions
2. Get a detailed individual shareholder history
3. Include notes on share transactions in the share register export
1. Link documents to share transactions and governing body actions
Link relevant documents (such as notarial deeds, share purchase agreements, board/shareholder resolutions, auditor reports etc.) to a specific share transaction or governing body action.
Documents attached to such transactions/actions are easily accessible directly from the relevant transaction/action, but also directly from the general 'Documents' section of the relevant legal entity.
Click 'Start tutorial' to start the step-by-step guidance
The tutorial above only demonstrates the basic functionality of transaction documents. Click here to access the full article on our Knowledge Base with more detailed tutorials.
2. Get a detailed individual shareholder history
Get a detailed, historical overview of all transactions in which a specific shareholder is involved.
Click 'Start tutorial' to start the step-by-step guidance
3. Include notes on share transactions in the share register export
Click 'Start tutorial' to start the step-by-step guidance
4. Personalize column views
Throughout Corporify you can customize your column views via the 'Edit columns' button.
The desired columns can be selected and the order in which the columns should appear can be adjusted by dragging the column names.
To customize your document column view see the tutorial below.
Click 'Start tutorial' to start the step-by-step guidance
Your column view will be saved and retained for when you log in again later.
Note that your column view is personal and not applied to other users.
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