Enter details of your entities for inclusion on each matter.

A Company Administrator can follow the steps below to enter information about the entities for your organization.

• Click 'Admin' from the top navigation menu
• Click on 'Company Admin' on the left hand menu
• Click on the 'Corporate Entities' tab
• Click 'Add New' on the right hand side of your screen
• Enter the relevant information
• Click 'Save'

These entities will now appear as options to add to each matter under 'Entities'.

Managing corporate entities

• Click on 'Edit' next to the entity to edit details
• Click on 'Activate' on the entity to include it as an option to add to matters
• If you are no longer using an entity, click on 'Deactivate' on the entity

Using the filters

Use the filter on the top right hand side of the screen to:

• View all corporate entities set up
• View only active entities

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.