The
Corporate Manager Software

Description

The Corporate Manager Software creates and maintains documents required to conduct business as a legitimate corporation.  It can be used for a single corporation, a business service provider generating corporate documentation for an unlimited number of businesses, or anything in between.  Corporate documents include, but are not limited to, shareholder and director meeting minutes and resolutions documenting decisions governing the actions of corporate officers.

Purpose

Corporate documentation can be time consuming and difficult.  The purpose of this software is to:

1.)   reduce the amount of time needed,

2.)   simplify the creation process,

3.)   provide quality documentation,

4.)   provide ideas for corporate strategies, and

5.)   make an otherwise tedious task, somewhat enjoyable.

Where to Start

This Help file provides detailed instructions on setting up and maintaining the database and creating corporate documents.  Start by reading the disclaimer.  Then do the tutorial that follows.  The tutorial will lead you through the entire process of creating and maintaining corporate documents.  An automated to-do list for the ‘Initial CMS Setup’ is provided in the ‘To Do List’ under ‘Tools and Help’ on the Navigation Toolbar.

Screen vs. Form vs. Page

For the purpose of clarity, the terms screen, form, and page appear throughout the Help file so it’s important to understand the differences.  A screen consists of the entire monitor screen. 

A form is the smaller window within the screen.  It is possible to have many forms open at one time. 

A page is a folder with tabs at the top.  The exceptions are the forms with company tabs at the top like the form above.  Although they appear to have tabs for pages, and they are called tabs throughout the Help file, the company tabs are only buttons that filter data for the selected company.  The company tabs change data only for the selected form.  Forms with folders, on the other hand, like the Stock Transaction form below actually change the page and the appearance of the page each time one of the form’s tabs is pressed.

Multiple Forms

Because multiple forms can be opened at one time, different pages can be opened for one company on different forms at the same time. 

It is important to keep in mind that moving between open forms will not necessarily update changed data on each form.  Data must first be saved on the form the changes were made before they will be realized on other forms.

Different companies, different people, etc. can be opened on the same form multiple times.

Using multiple forms can make moving or comparing data easier. 

When new forms are opened and the same form is already open, the new forms are numbered sequentially in the order they were opened.