Shareholder Register
- Introduction to Shareholder register
- How do I activate the Shareholder register extension?
- How do I create a shareholder register?
- How do I add shareholders?
- What different types of transaction events are supported in the share register?
- How do I edit a transaction event in the share register?
Documents
- How do I request e-signatures from people outside the organization?
- Introduction to Documents
- How do I upload a folder?
- How do I upload documents?
- How do I download files and folders?
- How do I e-sign documents?
Contracts
- How do I add contracts?
- How do I receive a contract?
- How do I add a contract administrator?
- How do I create a PDF with active contracts?
- How do I manage custom fields on my own contracts?
- How do I handle categories on contract?
Features
- How do I change the visibility status of a published template?
- How do I unpublish a template package?
- How do I unpublish a template?
- How do I add financial year?
- Can I edit the financial year?
- Can I delete an annual report?