This article explains how to create a new entity in Unity® Entity Management.
Building an Entity from Scratch
In the dashboard, simply click New and build out all the Entity details and complete all the information that is required.
You may already have a Formation Date and a Registration Number, if so, use those details to build out the Entity from scratch.
Building an Entity from a Template
If you are basing an Entity on a template, you will notice that when you go into Entities, you can do a Search to see what templates are already in place.
This is something that you build in the initial setup, usually during the onboarding session If you don't already have template matters created, contact the support team for assistance. |
- Go to Entities, and click "New"
Select "Entity from template"
Select the Template
- Enter the new Entity name
- Select "Copy the Minute Book Structure"
Click "Create"
- A new window will pop up, where you will continue to build out the Numbered Company with information and then file the Articles of Incorporation.
- Once you have the number back, go back to Entities
Go to the Details page, and click Change Name
- Enter the actual number for that Entity which is the New Company Name and the Effective Date
- From the three options, select "Administrative edit"
Click "Confirm"