How do I use the Records Manager module?
Streamline Your Company Information with Records Manager
Welcome to your Records Manager module. This video will show you how to streamline company information, from internal records to meeting minutes. You'll learn how to view and manage company records by accessing specific company profiles. We'll show you how to utilize the Owners/Shareholders tab (Owners/Members tab for LLCs) to maintain clear ownership records, and the Records tab to organize all company documents in custom folders. We'll also cover the Meetings tab to track all your meetings.