Release Notes | November 2026

Tasks Management Module

Full text and document search 

Mailing from Corporify

Belgian UBO register

Filter on custom fields

Interests

Connections mandates and UBOs

Sub-entities improvements

Back-up codes

Other changes

Task Management Module

Keeping track of corporate housekeeping and day-to-day work involves managing tasks and deadlines across your legal entities. To help you organize this work, we have replaced the previous reminders for key dates, such as annual general meetings and mandate end dates, with a full task management module that includes the following options:

• Assign responsibilities: Add assignees to complete the work and followers who need to stay informed.

• Manage deadlines: Set a due date and reminders.

• Attach documents: Attach documents relevant to the task.

• Coordinate communication: Create automated mailings to other Corporify users.

• Organize your task: Use labels to group tasks related to the same project or activity and keep a clear overview.

For detailed instructions, click 'Start tutorial' below.

 

Full text and document search 

Finding the right document among the many files you manage for your companies can be a challenge. In Corporify, you can search for documents and folders by name. Now, you can also search within document content to find information that is not mentioned in the file name. This gives you two ways to find what you need:

• Search by file name: Find a document or folder using its name.

• Search within document content: Find documents containing a specific name or word in an entity’s document room.

For example, if you want to find documents that mention a particular person, you can search for their name within the document content, even if it does not appear in the file name. This helps you locate relevant documents without opening and checking each one individually.

For detailed instructions, click 'Start tutorial' below.

 

Mailing from Corporify

We have improved the way you send documents by email directly from Corporify:

• Send multiple documents: Include several documents in one email, including documents from another entity.

• Select recipients: Send your email to all shareholders, contacts or directors and add recipients in CC when needed. Please be aware that if you select multiple recipients these will all be together in one e-mail and no separate e-mail will be send to each recipient.

For detailed instructions, click 'Start tutorial' below.

 

Belgian UBO register

For Belgian entities, you can now submit the annual UBO confirmation to the UBO register of the FPS Finance directly from Corporify. For the entities you manage, you no longer need to log in to the UBO register separately just to confirm that the registered information is still correct. You can also export the UBO extract directly from Corporify.

For detailed instructions, click 'Start tutorial' below.

 

Filter on custom fields

You can now filter your entities on custom data fields. If you’ve added custom fields alongside the predefined ones, you can use them to narrow down your entity list, in both the ‘Entities’ and ‘Groups’ tabs.

For example, you can quickly find which entities have an LEI number or a limited duration.

For detailed instructions, click 'Start tutorial' below.

 

Interests

When viewing a shareholder, investor or entity, open the 'Interests' tab to see where they hold shares, certificates or other securities within your silo. We have added three enhancements to give you a more complete overview:

• Historical interests: View interests as of a specific date, rather than only the current situation. This allows you to see a former shareholder’s holdings, even if they no longer hold shares today.
• Encumbrances: See which interests are affected by an encumbrance and who is the pledgee.
• Pledges and seizures: Open a pledgee’s page to see where they hold pledges or seizures across all entities.

For detailed instructions, click 'Start tutorial' below.

 

Connections mandates and UBOs

The Connections tab gives you a complete overview of an entity’s links across Corporify: where it holds a mandate, where it’s listed as a contact and where it has been assigned a delegation. We’ve now made this overview even more complete.

New ‘As a UBO’ tab
You can now see where an entity is registered as an ultimate beneficial owner, and export this overview to Excel. Click here to find out more information.

More insight into mandates

• Reappointment date: alongside the start and end date, you can now see when a mandate was last renewed.

• Ended Vs. terminated mandates: you can now distinguish between mandates that were actively terminated and mandates that ended on their scheduled end date without reappointment.
• Mandate history: click on any mandate to view its full history, from the original appointment through every reappointment since.

For detailed instructions, click 'Start tutorial' below.

 

Sub-entities improvements

If you manage branches, permanent establishments, vessels or real estate as sub-entities in Corporify, you can now record more information for each of them:

• New fields: add the incorporation date, VAT number and external reference.
• Change parent company: when ownership of a property or vessel changes, you can now update its parent company accordingly.

For detailed instructions, click 'Start tutorial' below.

 

Back-up codes

You can now download back-up codes, also known as recovery codes. These are a set of one-time codes that let you log in to Corporify when you can’t use your usual two-factor authentication, for example if you lose your phone, get a new device, or no longer have access to your authenticator app.

For detailed instructions, click 'Start tutorial' below.

 

Other changes

Below you can also find a summary of some minor changes that we do want to inform you about:

• Annual General Meeting: when you add the date of the Annual General Meeting, you will notice that we have giving this section a new jacket making it align with the current look and feel.
• Portal login: if you have opened the portal for external or internal parties, you now have the option to modify the possibilities to login. Making it possible to only login to your portal with SSO with Microsoft for example. 
• Portal logs: as of now, it is possible to export your portal logs to Excel. click here to find out more information.
• External reference: When visiting the tab entities or groups, you can now include additional column to see the external reference for each of your entities.  
• Transactions documents in (share) register: when you have added transaction document within a specific share transaction, you can now consult that document from the tab 'Transactions' without having to open the specific transaction.
• Document manager: you can now change the columns of your document manager and include additional information such as the date a document was added or updated.
• Governing bodies: You can now click on any mandate within a governing body to view its full history. This lets you see at a glance when a director was first appointed, each reappointment since, and any other changes to that specific mandate.

Questions?

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