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 & Close, or Add if you’d like to navigate to the next tabs and add more data to the sub-entity.
Please note that only one level of nested entities is available and you won't be able to add a sub Entity to a Sub Entity.