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Entities

Documents

All Articles In Section

• File Type Compatibility for Documents in Unity Entity Management
• iManage Integration
• Understanding: Generating Documents in Unity Entity Management
• Unity Entity ManagementSign: eSignature with Unity Entity ManagementSign
• Unity Entity ManagementSign: Reminders for Pending eSignatures

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AI

All Articles In Section

• Unity Entity Management AI: Centralize

Entity Creation & Management

All Articles In Section

• Combining Duplicate Entity Records
• Delete an Entity Record
• Creating a New Entity Record
• File Statuses
• Duplicating an Entity Record

General

All Articles In Section

• Entity Overview Customization
• Change Entity Name (without a Task)
• Compliance Responsibilities
• Create a Profile Address
• Adding Registrations to an Entity

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Electronic Filing (Canada Only)

All Articles In Section

• Ontario: Incorporation Filing
• Ontario: Notice of Change Filing
• British Columbia: Change of Address Filing
• Ontario: Data Extract
• British Columbia: Annual Report Filing

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Principals

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• Filters for Principals
• Using Custom Titles
• Appointment of Principals
• Generate Principal Registers

Entity Searches

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• Entity Search: Favorites
• Entity List Column Customization
• Entity Search Bar
• Entity Search Filters

Structure Charts

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• Exported Charts Save to Documents Section
• Hiding Entity Levels in Structure Charts
• Chart Basics - Organizational / Structure Charts

Minute Book

All Articles In Section

• Add a Custom Cover Page to Your Minute Book
• Uploading Documents to the Virtual Minute Book
• Creating Virtual Minute Book Headers/Tabs
• Downloading Documents from the Virtual Minute Book
• Import Minute Book Headers