By default, the vaults have one Entity set as Personal. This one entity can be modified, if the user have a Premium vault, when a user change the entity the system will display a new folder structure related to the entity selected.
Only users with manager access or vault owners can manage the entities of a vault.
The entity feature allows you to file documents as if you have individual filing cabinets. You can check off which Entities you would like to be visible.
Step 1: Go to your "All Documents" tab. In the top-right menu click on Entities.
Step 2: A new menu will be displayed. Click on “Entity Management”.
Step 3: Click the “+ Add New Entity”.
Step 4: Fill in the information for your new entity.
- Add a name to your new entity.
- Select the entity type- Sole Proprietorship, Limited Liability Corporation, Person, Partnership, Corporation, Cooperative, Charitable Foundation, Family Trust, etc.)
- Choose a colour.
- You can also fill in the information in the Entity summary form.
- Click Save.
Depending on the entity selection, some new folders will be shown or hidden.