The Entity feature acts as a master document filter that allows you to browse documents specifically by their owner. Add your Spouse, Small Business, Holding Company etc., and check off which entities you would like to browse.
To create an Entity click the "Add Entity" button on the landing page.
Select "Create New Entity".
Fill in the form information, select what type of Entity you need (Solo Proprietorship, Limited Liability Corporation, Person, Partnership, Corporation, Cooperative, Charitable Foundation, Family Trust). Next you can choose the Entity colour you prefer, then click "Save".
You will then see it in the top left corner next to the name of your Entity with a square color for quick visual reference.
Now, when you upload a document you can choose which entity it will be associated with.
Now any document owned by ‘Ontario 123456’ will now be tagged with a pink icon for quick visual reference.
When using Suggested Document/Label to upload a file all the active Legal Entities will be automatically added to the document.