How to manage your companies in App4Legal?Objectives
- Insert a company in the database
- Correct/Revise/Update data related to an existing company
- Capture and manage a company’s details
Environment
- Company Module
Additional Information
- The Company Module also allows you to
- Add a new Company
- Capture and manage a company
- Capture and manage shareholders information
- Capture and manage board members information
- Create/manage the folder structure and upload documents
- Capture and manage company assets
- Shareholders tree view
- Add the company bank accounts
- Link contact(s) to a company
- Link matter(s) to a company
- Link contract(s) to a company
- Manage the authorized signatories in the company
Related Articles of Companies Module
StepsProcedure
In App4Legal, you can easily and efficiently manage your companies. First, you have to add companies to your database. You do that quickly from the add button in the main menu or from the companies module by clicking on the plus sign on the top right side of the screen.
...
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
Anchor | ||||
---|---|---|---|---|
|
- Add a new Company
- Capture and Manage Shareholders information
- Capture and manage board members information
- Create/manage the folder structure and upload documents
- Capture and manage company assets
- Add the company bank accounts
- Manage Automatic and Manual Reminders
- Link contact/ Matter/ Contract to a company
- Manage the authorized signatories in the company