Select "Add Legal Entity" from the toggle menu (View Menu) and fill out the "Add Legal Entity" window.

Note: An optional feature is to link the interested members. This will allow for specific assets tied to the legal entity to also reflect on that member's Asset-Map.

Add Another - will provide another empty "Add Legal Entity" window to help speed up entry.  The new window appears when "Save Changes" is clicked.

Include optional information in the Details and Notes tabs and click "Save Changes". The new legal entity will appear in the upper area of an Asset-Map report.

Tags: legal, entity, business, trust, LLC, onboard, corporation

12/2017

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