List of Features

• Corporate Profile
• Personnel
• Officers & Directors
• Director Meetings
• Shareholder Meetings
• Professional Resources
• Stock Transaction Ledger
• Shareholders
• Stock Types & Dividends
• Resolutions & Documents
• Saved Documents
• Calendar
• To-Do List
• Help

Testimonial:
"Most software programs for corporations are a forms list. You have actually developed something that makes sense and tracks everything for me."

Corporate Documents and Forms

Purpose

The Corporate Documents screen lists all of the documents in the database except for reports which are on the main menu of each screen.

Options for letterhead, corporate seal, and notary appear when a title is selected. You can import different letterheads and corporate seals for each company and a different notary seal can be imported for all of the companies.

Once a document is selected a series of questions appear. Data is automatically inserted for reoccurring items. You can change the inserted answers and save the changes to the database.

Once questions are completed the document appears in a standard word processor for further editing. It can then be printed, saved to an RTF file, or saved to the database where it can be retrieved using the Saved Documents screen.

Reports

1. All documents listed alphabetically
2. All documents listed by Category

Related Resolutions & Documents

(All documents are listed and most are listed more than once to make them easy to locate. They're in a tree diagram so you can drill down through categories to locate a title.)

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