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How do I use the Companies module?

Navigating the Companies Module

Welcome to your Companies module. This module is your centralized hub for all your legal entity information, providing a clear, organized overview of each entity you manage. You'll learn how to view and update crucial details like general information, contact details, DBA/FKA names, locations, and financial information. We'll also cover managing key personnel, authorized signers, and a centralized Records tab for storing and accessing critical legal documents.