This article shows how to create an entity from scratch or using a template within Unity® Entity Management

There are three ways to create a new entity record in Unity Entity Management:

1. Create from scratch
2. Create from an Entity template
3. Duplicate an existing entity record. This article will cover creating a new entity record from scratch. 

- If we have these three options I think we should have those options laid out in the same order in this article, we dont have from scratch or Duplicate

- If we have a separate article for creating from an Entity Template do we need those instructions again here?

Creating an Entity Record

Follow these basics steps to learn how to create an entity record - note, the instructions below are based on creating an Entity from template

• Navigate to the Entities tab down the lefthand side of the screen;
• Select + New at the top right of the list of entities - a dropdown menu will appear prompting users to make a selection.
• Select New > Entity from Template
• If you do not use a Template entity, you will need to create the share classes from scratch along with the Minute Book tabs. 

**Create Entity with AI is available to firms that have purchased AI credits. The AI is not generative and will not learn from you.  It will extract specific data from documents such as Articles of Incorporation or Certificate of Incorporation etc**

Entity from Template

1. Give the new entity a name such as "New Company"
2. GENERAL TAB:  Under General > Details > check that Creation Type, Entity Type, Jurisdiction are filled out
3. COMPLIANCE TAB: Under Compliance > in the top right > Responsible Professionals > Add the responsible lawyer details.
4. PRINCIPALS TAB:  - Add the Principal and select Incorporator as the role as well as the address and set to CONFIRMED
5. If you are not using the task method, finish adding in all of the applicable information for your new entity.  
6. IF YOU WISH TO USE A TASK FOR THE FORMATION:  Go TASKS:   To draft Articles of Incorporation - go to Tasks either under the Entity tabs or under the Tasks menu. - should this be a separate section?
7. Add New
8. Give the task a description such as Incorporation
9. Under 'Type' select Formation
10. Go to the DETAILS tab
11. Go to FORMATION on the left menu.  Add in the dates, select if it is a numbered company or add NUANS details
12. Select the Incorporator you added under Principals (if you did not add an Incorporator, save and go back to the Principals section as you won't be able to add the incorporator at this step) - is the image below relevant to this step?

• SUPPORTING DOCUMENTS:  Select the Formation document.  In my example, I selected 5351E (formerly Form 1) 
• Click CREATE
• Generate Documents and fill in the prompts.
• Generate the documents.  change the task from New to Pending. - is this screenshot relevant? Its seems to be in the right area but doesnt reflect any of the steps

The documents can either be sent from here for signature via DocuSign, or opened under the DOCUMENTS tab in the Documents folder on the left or you can use Unity® Sign for single documents.

**Any dates entered in manually need to be formatted as YYYY-MM-DD**

• Once the entity is created, it will be in the list of entities in the Entities tab.
• Select the entity record to access the profile of the entity.

- what does this screenshot relate to here? Its a user/Fee Earner profile?

Related Articles

Learn the Basics - how to add additional information to an entity's profile

Entity Formation Task - provides steps on how to generate entity formation documents