This article focuses on Generating Documents in 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
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General > Overview Section
- Generate Summary
- Including Corporate Summary, Entity Summary, Jurisdictions list
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Principals Section
- Directors / Officer / Manager Register
- Transparency / ISC Register
- Beneficial Owner Information
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Securities > Ownership Section
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Relationships > Affiliations or Associations
- Appointment of Agent
- Manager / Partner Registers
- Disclosure of Interest
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Task Documents
Many Standard Template Documents are only available through the creation of a Task, including:
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Formation & Organizational Documents
- Articles of Incorporation
- Resolutions
- By-Laws
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Change of Principal Documents
- Director / Shareholder Resolutions
- Government Forms
- Consent to Act as Director
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Securities Transactions Documents
- Redemption or Transfer Resolutions
- Eligible Dividends
- Instrument of Transfer
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Merge / Amalgamation Documents
- Articles of Amalgamation
- Merge Resolutions
- Government Forms
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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
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- Beneficial Ownership
- Disclosure of Interest
- ISC Register
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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 coding hours will be quoted ahead of time. Once approval to proceed has been received, the Document Services team will commence work.
