Entities – Page 2 – PRIVDRM Help

How do I add dates to Entities?

To stay up-to-date with all of your appointments and due dates, there are a few ways to add events.

Calendar Entities Date Event

How to manage descriptors

Descriptors are essential details for individual contacts, entities, relationships and more. These descriptors can influence the associated risk and compliance levels.

Contacts Entities Relationships Settings Compliance descriptors

Sometimes you need to add a subEntity under an Entity, such as in case of the more complex Trust structures Steps: Click the Entity menu option on the left. Click on Sub Entity tab on the top right navigation tab. Click , in the pop-up window add the sub-entity’s details. 4. Click Add…

Entities

Calendar Settings

Calendar settings are needed to be able to add/remove different types of dates.

Calendar Contacts Entities Relationships Settings

How do I add Entity Share Classes?

Share classes are used to allocate shares to the shareholders of the entity. Method 1: How can I add Share Classes to an Entity? Click the Entities menu option on the left. Click on the top right of the screen. In the pop-up window, navigate to the Share Classes tab. Click , and in the pop-up window…

Entities

Descriptors and their connection to contacts, entities and relationships

Descriptors are essential details for individual contacts, entities, relationships and more. These descriptors can influence the associated risk and compliance levels.

Contacts Entities Relationships Settings Contacts descriptors entitites Relationships

How do I add Fees to Entities?

Fees are applied in a variety of ways such as costs and charges. They can be defined by their types, amount, and recurrence. Steps: Click the Entity menu option on the left. Click on the Fees tab on the top right navigation tab Click , in the pop-up window, select the Fee type, enter Fee. Click…

Entities Fees

Evidence

Screening evidence is generated document with the details of the contact, entity or relationship with the list of the results of the screening done for it.

Contacts Entities Relationships Screening evidence screening

How do I associate Entities with Contacts?

Contacts are used to connect to entities and relationships and represent various individuals or institutions. Contacts can be an attorney, internal or external director or a company with any types Method 1: Entity to Contact Click the Contact menu option on the left. Click the Entities tab on the top right navigation tab . Click to connect…

Contacts Entities

Document Types

Document settings are used to both include and modify the types of documents. Subsequently, these document types can be added to your contacts, entities and relationships.

Contacts Documents Entities Relationships Settings Manage Policies