Create Entities

Modified on: Wed, 30 Sep, 2020 at 1:14 AM

Depending on your subscription package you can create additional Entities to organize your life and business. 

Think about entities as a different cabinet that will open a new category to your vault depending on their type.

For example, a Corporation Entity will have categories related to Minute Books, Human Resources. On another hand, the Person Entity will display Carree, Education, Personal categories.

In you Account Setting you can check how many entities your are allow to have.

Step by Step guide:

Step 1: In the top-right menu click on "Entities"

Step 2:  A new menu will be displayed. Click on "Entity Management"

  • You can also go direct to your account setting to the Entity tab.

Step 3: In the Entity tab, Click "+ Add New Entity."

Step 4: Add a name to your new Entity then select the Entity Type

Step 5: Assign a color to your new Entity.

Step 6: Fill the information in the Entity summary form if necessary, then click “Save”.

  • Depending on teh Entity type the summay form will change.

Step 7: A pop-up will confirm the creation

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