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Entity Manager

Entity Registrations

  • How to update the status of an entity registration
  • How to add a registration number and effective date to an entity registration
  • How to upload a document to an entity registration
  • How to add a note to an entity registration
  • How to archive an entity registration
  • How to download a list of entity registrations

Annual Reports & Other Entity Registration Events

  • How to assign a user to an annual report event
  • How to change the filing fee for an annual report event
  • How to mark an annual report event as completed
  • How to view completed annual report events
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