This article explains how to set up the Formation Task to file directly through Unity® Entity Management using e-Core. 

To get started: 

• All the details of the Corporation, such as your Jurisdiction and Governing Act, must be filled in

  

• In the identification section, fill in the Client Number, File Number, and the NAICS Code

  

• Under Compliance, fill in the Company Registry ID, Client Number, and Matter Number

  

• Select the Certificate Template, and complete as many details as you can to set up a registered office address

Setting up a New Formation Task

1. Go to the Task tab

2. Click New to set up the Formation Task

   

3. Enter the Memo Description
4. Once done, click on the dropdown arrow and select Formation

5. Add a Checklist Item and the Due Date

   

6. Proceed to the Formation tab and enter the Future Filing Date
7. You can also add a Resolution Date
8. Specify if it’s a Numbered Company or Name Reservation details

9. Select the Incorporator from the listing

   

Generating Documents to Create the Corporation

1. Go to the Selected Templates tab

2. Click the plus icon to select a Template

   

3. Select your Articles of Incorporation and Consent to Act as First Director

4. Click Add to add the required templates

   

5. Click Create to create the Task. You will notice that a Generate button has been created

   

6. When you click Generate, you will be prompted to fill in the information within the dialog to file: 
   1. Select N/A if the corporation has a Number Name
   2. Select if you want to use a pre-defined text or set up your own text for the share provisions
   3. Select a Legal Identifier, and then click Next
   4. Click Next if the Incorporator is also a First Director
   5. Click Merge to complete the document required for filling.

Once it has been sent out, you can download the document from the documents folder or from the Generated Templates tab.

You can download the document as a ZIP file if you want to e-mail it to a client, or if you want a client to sign, you can send it to DocuSign and have them sign.

Once done, return to the Task window, select the Task, and if you are ready to file, click on Formation, and click File Formation. 

This will prompt you for any missing details. You need to fill in the details before you go ahead and file.

You will see that all your share provisions have already been sent out based on what was already included as a standard.