Step 3 – Create Documents

To-Do List

The Navigation toolbar should be visible on the screen. 

Ø         Click the Corporate Manager bar on the Navigation toolbar or press the Tools and Help.

Ø         Click the To-Do List icon to open the form.

The To-Do List is a time management tool that has been included in the Corporate Manager software to help you accomplish corporate documentation as efficiently as possible.

The To-Do List Form

The form is a simple word processor that saves a to-do list for each company.

Ø      Select the company the to-do list is being created for.

You can enter your own to-do list or press one of the buttons on the right side of the screen to paste a list of common activities associated with corporate meetings or the initial CMS setup.   Once the list is pasted into the word processor you can modify it as you wish.  This form, as nearly any other form, can be kept open while working on a second form so you can easily move back and forth to determine what needs to be accomplished.