This article describes how to generate documents within Unity® Entity Management
Documents in Unity® Entity Management will pull data from an Entity or Person record and populate that detail into a Word or PDF document. These documents are coded to pull the specific data required.
Document Templates might be Standard Templates (included), or Custom Templates created specific to your organizational requirements/Provinces. Many Document Templates are also configured to be available only for specific jurisdictions or record types , so not all documents will be available for all records. If you are not seeing the government forms required, please Submit a Request via the Help & Support Page and we will enable the templates required.
Examples of available documents include, but are not limited to:
Entity Documents
General > Overview Section
Generate Summary
Including Corporate Summary, Entity Summary, Jurisdictions list
Principals Section
There are a number of documents available under the Generate Button in this section.
(Note: you may need to click on the slider next to View All Documents at the top for additional documents)
Directors / Officer / Manager Register
Transparency / ISC Register
Beneficial Owner Information
Partner Register
Director’s resolution-repurchase
Securities > Ownership Section
Relationships > Affiliations or Associations
Appointment of Agent
Manager / Partner Registers
Disclosure of Interest
Task Documents Many Standard Template Documents are only available through the creation of a Task, including:
Formation & Organizational Documents
Articles of Incorporation (Formation) Resolutions By-Laws (Organizational task)
Change of Principal Documents
Director / Shareholder Resolutions Government Forms Consent to Act as Director
Securities Transactions Documents
Redemption or Transfer Resolutions Eligible Dividends Instrument of Transfer
Merge / Amalgamation Documents
Articles of Amalgamation Merge Resolutions Government Forms
People > Associations It is also possible to generate Documents for a specific Person record in Associations :
Director & Officer Registers / Lists Member / Partner Registers Indemnity Agreement
Beneficial Ownership Disclosure of Interest ISC Register
Document Production Tables Below are Document Production Tables:
New Brunswick
Task Name of Form
Continuance
- Additional Information Form - Continuance
- Application to Continue to Another Jurisdiction
- Form 7 - Articles of Continuance
- Form 2 - Notice of Registered Office or Notice of Change of Registered Office
- Form 4 - Notice of Directors
- Form 47 - Notice of Change of Directors
Formation
Incorporation Agreement Government Forms
- Form 5 - Certificate of Business Name or Certificate of Renewal of Business
- Additional Information Form - Not for Profit Company
- Form 1 - Articles of Incorporation
- Form 2 - Notice of Registered Office or Notice of Change of Registered Office
- Form 4 - Notice of Directors
- Form 1 - Certificate of Partnership or Certificate of Renewal of Partnership
- LP - Form 1 - Declaration of Limited Partnership
- Form 26 - Registration Statement (EP)
- Form 25 - Appointment of Attorney (EP)
- Form 25.1 - Consent to Act as Attorney (EP)
- Form 5 - LP Power of Attorney (EP)
- Form 4 - Declaration of Extra-Provincial Limited Partnership (EP)
- Form 34 - Election of Anniversary (EP)
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors Resolutions - Organizational Shareholders Resolutions - Organizational Bylaws CBCA Property Register Government Form
- Form 4 - Notice of Directors
Registration Compliance
Additional Information Form - Business Name Registration Additional Information Form - EP Registration Additional Information Form - Exemption of EP
Government Forms
Form 33.1 - Annual Return (EP) Form 5 - Certificate of Business Name or Certificate of Renewal of Business Name Form 29 - Notice of Change of Directors (EP) Form 28 - Notice of Change of Principal Office (EP) Form 7 - Certificate of Appointment or Change of Agent for Service Form 25 - Appointment of Attorney for Service (EP) Form 25.1 - Consent to Act as Attorney for Service (EP) Form 2 - Declaration of Change of Limited Partnership Form 26 - Statement of Registration (EP) Form 4 - Declaration of Extra-Provincial Limited Partnership (EP) Form 37 - Notice of Continuance (EP) LP - Form 1 - Declaration of Limited Partnership Form 35 - Application of Reinstatement (EP) Form 6 - Cessation of Business Name Form 6 - Declaration of Withdrawal Extra-Provincial Limited Partnership Form 5 - LP Power of Attorney (EP)
Change of Principals
Shareholders' Resolutions - Change Director Number Shareholders' Resolutions - Removing Director Consent to Act as Director
Government Forms
Form 3 - Articles of Amendment Form 4 - Notice of Directors Form 47 - Notice of Change of Directors Form 47 - Notice of Change of Directors Page 2 Form 2 - Certificate of Change of Membership of Partnership Form 29 - Notice of Change of Directors (EP) Form 29 - Notice of Change of Directors (EP) - BLANK
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders Resolutions - Financials and Auditor Directors Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders Resolutions - Annual Directors Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Government Forms
Form 1 - Certificate of Partnership or Certificate of Renewal of Partnership Form 24.3 - Annual Return Form 4 - Notice of Directors Form 35.1 - Annual Return (Nonprofit)
Merge/ Amalgamation
Government Form
Form 6 - Articles of Amalgamation Form 8 - Articles of Arrangement Form 2 - Notice of Registered Office or Notice of Change of Registered Office Form 4 - Notice of Directors Additional Information Form - EP Amalgamation Form 26 - Statement of Registration (EP) Form 30 - Statement of Amalgamation (EP) Form 25.1 - Consent to Act as Attorney (EP)
Yukon
Task Name of Form
Formation
Incorporation Agreement
Government Forms Application for Name Reservation
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors Resolutions - Organizational Shareholders Resolutions - Organizational Bylaws OBCA Property Register
Registration Compliance
Government Forms
Form 26 - Statement of Registration (ET) Form 37 - Statement of Registration of LLC (ET) Form 27 - Appointment of Attorney for Service (ET) Form 38 - Appointment of attorney for service and alternative attorney of extra-territorial LLC Form 31 - Notice of Change of Address of Attorney for Service (ET) Form 42 - Notice of Change of Address of Attorney for Service (ET LLC) Form 32 - Notice of Change of Statement of Registration (ET) Form 43 - Notice of Change of Statement of Registration (ET LLC) Form 44 - Notice of Change of Managers or Managers Addresses (ET LLC) Form 35 - Statement of Amalgamation of LLC Effected in Another Jurisdiction (ET) Form 36 - Annual Return (ET) Form 47 - Annual Return (ET LLC) Form 28 - Application to Cancel Assumed Name (ET) Form 39 - Cancellation of Assumed Name (ET LLC)
Change of Principals
Shareholders Resolutions - Change Director Number Shareholders Resolutions - Removing Director Consent to Act as Director
Government Form Form 33 Notice of Change of Directors and Directors' Addresses.
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders Resolutions - Financials and Auditor Directors Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders Resolutions - Annual Directors Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Merge/ Amalgamation
Government Form Form 13 - Application to Amalgamate ET Corporation into Another Jurisdiction (ET)
Saskatchewan
Task Name of Form
Formation
Incorporation Agreement
Government Forms
Name Reservation (EP) Incorporation Application for Registration for Limited Partnership (EP) Application for Registration for Limited Liability Partnership (EP)
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors' Resolutions - Organizational Shareholders' Resolutions - Organizational Bylaws CBCA Property Register
Registration Compliance
Government Forms
Maintain Registration (EP) Change of Directors-Officers (EP) Notice of Change for Limited Partnership (EP) Amalgamation (EP) Application to Restore Name (EP) Request for Strike Off (EP)
Change of Principals
Shareholders' Resolutions - Change Director Number Shareholders' Resolutions - Removing Director Consent to Act as Director.
Annual Compliance
Annual Letter to Client Annual Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annual Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Alberta
Task Name of Form
Continuance
Government Forms
o REG3039_Articles of Continuance
o REG3016_Notice of Address
o REG3017_Notice of Directors
o REG3037 Notice of Agent for Service
o REG3018_Declaration of Trade Name
Formation
Incorporation Agreement
Government Forms
o REG3047 Articles of Incorporation
o REG3016_Notice of Address o REG3017_Notice of Directors
o REG3037 Notice of Agent for Service
o REG3018_Declaration of Trade Name
Organizational
Registration Compliance
Government Forms
o REG3018_Declaration of Trade Name
o REG3055 Statement of Extra-Provincial Registration
o REG3056_Notice of Address Change for Agent for Service o REG3037 Notice of Agent for Service
o REG3071 Notice of Change of Extra-Provincial Corporation Head Office
o REG3074 Notice of Extra-Provincial Corporation Adoption Change Cancellation of Assumed Name
o REG3073 Notice of English French Name Equivalency - Cancellation of Name Equivalency
o REG3057 Declaration for Ceasing use of a Trade Name for Alberta
o REG3062_Annual Return
Change of Principals
Shareholders' Resolutions - Change Director Number Shareholders' Resolutions - Removing Director Consent to Act as Director
Government Forms
o REG3037 Notice of Agent for Service
o REG3220_Notice of Change of Address of Directors
o REG3017 Notice of Directors
o EG3220_Notice of Change of Address of Director(s)
o REG3017_Notice of Directors
Annual Compliance
Annual Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annual Shareholder Resolution Shareholders' Resolutions - Annual Directors Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution Government Forms
o REG3185_Annual Return (Society)
o REG3062_Annual Return
Merge/ Compliance
Government Forms
o REG3072 Statement of Extra-provincial Amalgamation (standard)
o REG3068_Articles of Amalgamation
o REG3037 Notice of Agent for Service
o REG3017_Notice of Directors
o REG3016_Notice of Address
British Columbia
Task Name of Form
Continuance
Government Forms
o Form NR - Name Request
o Form 45 - Application for Authorization to Continue Out
o Form 16U - Continuation Application and Business Number Request
o Form 16 - Continuation Application and Business Number Request
Formation
Incorporation Agreement
Government Forms
o Form NR - Name Request
o Form 1 - Incorporation Application
o Form 1U - Incorporation Application
o Form 3 - 4 - 5 Change of Registered Office
o Form 706 Statement of Registration for Sole Proprietorship
o REG 707 Statement of Registration for General Partnership
o Form Reg 791 - Declaration for British Columbia Limited Partnership
Organizational
Registration Compliance
Government Forms
o Form NR - Name Request
o Form 02 COR - Register Correction for Sole Proprietorship and General Partnership
o Form 02GPS - Change General Partnership Statement of Registration
o Form 33 - Registration Statement (EP)
o Form 38 - Attorney Appointment (EP)
o Form 39 - Notice of Change of Address of Attorney (EP)
o Form 40 - Notice of Revocation of Appointment (EP)
o Form 41 - Resignation of Attorney (EP)
o Form 20 - EP Notice of Withdrawal
o Form 34 - Notice of Amalgamation (EP)
o Form 36 - Change Notice (EP)
o Form 35 - Annual Report (EP)
Change of Principals
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Government Forms
o Form NR - Name Request
o Form 6 - Annual Report
Merge/ Amalgamation
Government Forms
o Form 13 - Amalgamation Application
o Form 13U - Amalgamation Application
o Form 14 - Amalgamation Application - Short Form
o Form 14U - Amalgamation Application - Short Form
o Form 15 - Amalgamation into Foreign Jurisdiction
Federal
Task Name of Form
Continuance
Government Forms
o Form 4002 - Initial Registered Office Address and First Board of Directors
o Form 11 - Articles of Continuance o Form 2 - Initial Registered Office Address and First Board of Directors
o Form 4011 - Articles of Continuance (import)
Formation
Incorporation Agreement
Government Forms
o Form 4002 - Initial Registered Office Address and First Board of Directors
o Form 4001 - Articles of Incorporation
o Form 1 - Articles of Incorporation
o Form 2 - Initial Registered Office Address and First Board of Directors.
Organizational
Registration Compliance
Change of Principals
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Government Forms
o Form 4006 - Changes Regarding Directors
o Form 22 - Annual Return
o Form 4022 - Annual Return
Merge/ Amalgamation
Governments
o Form 9 - Articles of Amalgamation
o Form 4009 - Articles of Amalgamation
o Form 14.1 - Articles of Arrangement
o Form 4002 - Initial Registered Office Address and First Board of Directors
o Form 2 - Initial Registered Office Address and First Board of Directors.
Manitoba
Task Name of Form
Continuance
Formation
Incorporation Agreement
Government Forms
o Request for Name Reservation
o Articles of Incorporation (Share Capital)
o Application for Registration
o Power of Attorney
o Application for Supplementary Certificate of Registration
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors Resolutions - Organizational Shareholders Resolutions - Organizational Bylaws CBCA Property Register
Government Forms
o Articles of Incorporation (Share Capital)
o Consent to Act as First Director - MB
o Restated Articles of Incorporation (Share Capital)
Registration Compliance
Government Forms
o Application for Registration
o Power of Attorney
o Business Name Registration
o Application for Supplementary Certificate of Registration
o Notice of Change of Directors
o Application for Restoration of Registration
o Application for Cancellation of Registration
Change of Principals
Merge/ Amalgamation
Newfoundland
Task Name of Form
Continuance
Formation
Incorporation Agreement
Government Forms
o Form 1 - Articles of Incorporation
o Form 1A - Articles of Incorporation (Without Share Capital)
o Form 25 - Statutory Declaration
o Form 3 - Notice of Registered Office or Notice of Change of Registered Office
o Form 6 - Notice of Directors
o Form 7 - Co-operatives Act - Notice of Directors (NL)
o Form 33 - Notice of Change of Registered Office (EP)
Organizational
Registration Compliance
Government Forms
o Form 24 - Statement of Registration (EP)
o Form 26 - Power of Attorney (EP)
o Form 25 - Statutory Declaration
o Form 28 - Annual Return (EP)
o Form 32 - Notice of Change of Head Office (EP)
Change of Principals
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders Resolutions - Financials and Auditor Directors Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders Resolutions - Annual Directors Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Government Forms
o Form 23 - Annual Return
o Form 29 - Annual Return (No Share Capital)
o Form 27 - Annual Return (Co-operatives Act)
o Form 29 - Annual Return (No Share Capital)
Merge/ Amalgamation
Northwest Territories
Task Name of Form
Formation
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors' Resolutions - Organizational Shareholders' Resolutions - Organizational Bylaws OBCA Property Register
Registration Compliance
Government Forms
o Form 27 - Annual Return (ET)
o Form 21 - Notice of Registered Office (ET)
o Form 22 - Notice of Change of Head Office (ET)
o Form 24 - Notice of Change of Address of Directors (ET)
o Form 26 - Notice of Amalgamation (ET)
o Form 19 - Application to Cancel or Change Assumed Name (ET)
o Notice of Cessation of Business
Change of Principals
Shareholders' Resolutions - Change Director Number Shareholders' Resolutions - Removing Director Consent to Act as Director
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Nova Scotia
Task Name of Form
Formation
Incorporation Agreement
Government Forms
o Application for Registration Part 1
o Application for Registration Part 2
o Application for Registration Part 3
o Statutory Declaration o Notice of Registered Office
o Appointment of Recognized Agent
o Application for Registration of Business Name, Sole Proprietorship or Partnership
o EP Application for Registration Part 1
o EP Application for Registration Part 2
o EP Application for Registration Part 3
Organizational
Registration Compliance
Government Forms
o Statement to be Used for Registration of a Business Name for a Society
o Appointment of Recognized Agent
o Business Name Change
o Notice of Change in the Proprietor or Partners using a Business Name
o Request for Revocation
Change of Principals
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Merge/ Amalgamation
Nunavut
Task Name of Form
Formation
Organizational
Consent to Act as Director Incorporation Agreement Share Subscription Incorporator Resolutions Directors' Resolutions - Organizational Shareholders' Resolutions - Organizational Bylaws OBCA Property Register
Registration Compliance
Government Forms
o Form 18 - Statement of Registration (ET)
o Form 21 - Notice of Registered Office (ET)
o Form 22 - Notice of Change of Head Office (ET)
o Form 23 - Notice of Change of Directors (ET)
o Form 24 - Notice of Change of Address of Directors (ET)
o Form 26 - Statement of Amalgamation (ET)
o Form 27 - Annual Return (ET)
o Form 19 - Application to Cancel or Change Assumed Name (ET)
Change of Principals
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Ontario
Task Name of Form
Continuance
Government Forms
o 5265E BCA - Authorization to Continue Out of BCA
o 5275E ONCA - Authorization to Continue Out of the NFPCA
o 5264E BCA - Articles of Continuance
Formation
Email Request Form Incorporation Agreement
Government Forms
o 5260E BCA - Consent to Act as a First Director
o 5351E BCA - Articles of Incorporation
o 5270E ONCA - Articles of Incorporation
o 5280E EPCA - Application for a Licence for an Extra-Provincial Corporation
o 5306E LPA - File a Declaration of a Limited Partnership
o 5292E BNA Register a Firm Name for General Partnership
o 5288E BNA - Register a Sole Proprietorship
Organizational
Registration Compliance
Government Forms
o 5281E EPCA - Appointment of Agent for Service
o 5286E CIA Initial Return by an EP Fed. or Domestic or Foreign Non Share Corporation
o 5294E BNA - Register a Business Name for a Corporation
o 5307E LPA - Declaration of Change of a Limited Partnership
o 5290E BNA - Renew a Registration
o 5308E LPA Renew an Ontario Limited Partnership Declaration
Notice of Change
Government Forms
o 5284E CIA - Initial Return, Notice of Change, Annual Return by an Ontario Corporation
o 5286E CIA Notice of Change by an EP Fed. or Domestic or Foreign Non Share Corporation
o 5307E LPA - Declaration of Change of a Limited Partnership
Change of Principals
Shareholders' Resolutions - Change Director Number Shareholders' Resolutions - Removing Director Consent to Act as Director
Annual Compliance
Annuals Letter to Client Annuals Consent-Audit Requirement Shareholders' Resolutions - Financials and Auditor Directors' Resolutions - Financials and AGM dates Annuals Shareholder Resolution Shareholders' Resolutions - Annual Directors' Resolutions - Annual Annuals Director Resolution Annual Dividend Resolution
Government Forms
o 5284E CIA - Initial Return, Notice of Change, Annual Return by an Ontario Corporation
o 5308E LPA Renew an Ontario Limited Partnership Declaration
Merge/ Amalgamation
For firms wishing to add custom documents, please send the documents to UEM.support@dyedurham.com
Please provide specific details as to which area within the platform these documents are to generate, e.g. under Workflows, people etc.
Please note:
Documents sent to us outside of the initial implementation, will require coding hours to be quoted ahead of time. Once approval to proceed has been received, the Document Services team will commence work.
