Create a Legal Entity

Last edited 552 days ago by Gesine Zientek

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To create a legal entity, navigate to the menu section and select the option "Add Entity." This will initiate the process of establishing a new legal entity.

Basics

The fundamentals are relatively simple. Pay close attention to the entity status, such as Active or Incorporation, and also assign an attribute indicating the

Entity types⁠

. The choice of entity type should align with the intended usage of your legal entity. To learn more details about each type, simply hover over them. For instance, an OpCo refers to an operating company.

Address

In order to save your legal entity, you must provide an address. Other information typically found in the notary's act, which pertains to the basics, can be completed at a later stage.

Documents

In this section, you have the option to upload the necessary incorporation documents and related information. Simply click on "Add Document" and choose to upload a document from your Google Drive, Dropbox, or SharePoint. Additionally, you can create new documents based on templates available. Check:

Creating a Document Template⁠

to understand how to create and manage Documents templates.

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