This article details the integration of Unity® Entity Management & eCore®

eCore® is now integrated directly with Unity© Entity Management (UEM), enabling you to complete corporate filings within UEM without switching platforms.

eCore® is a Dye & Durham product and Canada’s leading technology portal for public records data. When paired with UEM, it creates a connected, end-to-end entity management and filing experience. If you wish to sign up for eCore®, you can do so here

The steps to file are as follows:

1. Add eCore® credentials
2. Create an Entity
3. Under Tasks, select Formation
4. The fields that will be included within the Articles of Incorporation will come from the fields entered into the platform

Filings are available in Ontario (as of Jan 2026):

• Articles of Incorporation
• Initial Return
• Notice of Change
• Annual Return

The current integration is just the beginning. Soon, we’re expanding the connected workflow to include multiprovince filings, advanced cross-jurisdictional search tools, and additional federal and provincial capabilities.

Getting Started

• For users with existing eCore® account access proceed with the instructions below
• If you don’t have an eCore® account, you can open a no-fee account by submitting the membership form here

Part 1: Adding a User’s eCore® Credentials

1. In the top right corner of Unity® Entity Management, click on the user icon to access Settings.

   

    

2. In Settings, in the bottom left corner, click on eCore® Credentials.

3. Enter in the Client ID and User ID

   

     

   

   

    

4. The firm’s assigned Unity® Entity Management Administrator can then enter in the eCore® account details for e-Filing purposes through the Access tab for other users within the platform.

5. For Users, in the top right corner, click on the user icon and in settings, select the eCore® account.

    

   

    

Part Two: Unity® Entity Management and the Mandatory Fields Required for Filing

1.  In Unity® Entity Management, click on the Entities Tab, and click on New.  

2. Select either Entity or Entity from Template

   

If you have a Template Entity (usually set up during the onboarding meeting) to base the corporation on, such as an Ontario Template, this will assist in ease of setup and automatically import the Minute Books Tabs if checked off (3) and can include Jurisdiction, Share Classes and even text within the Articles tab. Please connect with our support team at uem.support@dyedurham.com if you require assistance in setting up a Template entity for future use, or follow the instructions for Creating a New Template in Unity® Entity Management.

1. Select the Group to add the entity to
2. Add in a Name - I am calling it Sheila’s New Numbered Company.  Once the filing has been completed, the name will be replaced by the Numbered Company or Name.
3. Enter in the Type of entity (mandatory field).
4. Enter in the Jurisdiction (mandatory field).
5. Enter in the Region (mandatory field).

6. Enter in the File Number and any other relevant information such as Professional/NAICS code.  It will search as you type in the description, File Number (mandatory field).

   Link with Access Groups (if the firm doesn’t use Access Groups i.e. Ethical walls, select Default Group (mandatory).

7. Add in a Registered Address. The field shows as Optional, but in this case it is required, then click Create.

      

   

General Tab > Compliance

• Add in a client number if available.  Add in a matter number for tracking filings (mandatory field).

  

Addresses Tab

1. The incorporator may have an address visible, however a Corporation will need to have a Shared Address entered in, for the purposes of Filing
2. In the Address Tab, click on New.

3.  Select Shared Address

      

     

4.  You will be prompted to select the Entity. You can search for the name and then click on it.  If you have already entered an address for the entity, you can select it, otherwise Add Address. Under the Address Types – click Add Type and select Registered Office, or if you are using the Law Firm’s address, select Shared Address.  (See Compliance Tab, top right – Responsible Professionals).  

   

    

The address will appear as follows with a shared link included.

Principals Tab

An Incorporator is required to be added for the purpose of filing. (mandatory) 

Click New to add a new Person or Entity. Complete the details and include Access Group (mandatory) and Address. 

1. Set the person to Pending (mandatory).
2. Under the Add Role section, select Incorporator from the drop-down menu
3. If the Incorporator is also the First Director, click on the Manage Incorporator Custom Title and click Add Option and enter in First Director, Save.
4. Select First Director from the Custom Title field,
5. Add effective date (date can be left blank)

6. Create

   

Director's / Officers

In the event you are adding additional Directors or Officers, their role must be changed from Confirmed to Pending.

Governance Tab

1. Within the Governance Tab, under Articles, enter in the Minimum/Maximum Number of Directors. If you have a Fixed Number, the same number can be entered in the Minimum Number and Maximum Number of Directors.

2. Add in the text for the Articles of Incorporation if not already included within a Template entity.

   

Securities Tab

• Set up your Share Classes within Securities > Classes

Part Three: Formation Task

1. Within the entity tab, click on Tasks, click on New and select Formation. 

    

   

   

    

2. Select Formation from the drop-down menu under Type.
3. Select a future filing date
4. Add in checklist items if you would like to
5. Go to the Formation Tab on the left
6. In this example, Numbered Company is selected.

7. Click on Incorporator and select the Incorporator that you would have added into Principals (see above)

    

   If you haven’t already added in an Incorporator, you will need to click Create  and go back to the principals section above.

8. Click Create in the bottom right corner and click Save.
9. Go to selected Templates and generate the documents for your client to approve.

10.  Once approved, return to the task and click File Information. (This is very important).

     

     

11. Click on Selected Templates and select the documents that are to be generated.
12. Click on Create
13. You will see the Generate button appear.  Click to generate the required documents.

14. From the Generated Templates you can download as Zip or send via DocuSign for approval. 

    IMPORTANT NOTE The information that is filed online is not what is visible in the generated documents.   The filing will pull the information directly from the fields within the platform so if changes need to be made, please complete them in the platform and send back to the client for approval.

• In the Task Window, click on File Information
• In the E-Files Details window, click File Information
• If any items require correction or remediation, click Cancel and complete any missing information.  

Once the filling has been accepted and completed via eCore®, the name of the entity will be replaced by the new Numbered Company number and your documents will be available in the Documents tab which you can move into the Minute Book.