Overview
By creating an Entity in SmartDocs 360, you will be able to begin uploading the relevant documents for the entity and have them processed in SmartDocs 360.
Instructions
| Navigate to Entities on the left-hand tool-bar | |
| Select New Entity |
This will bring up a pop-up to allow the details of the entity to be entered.
Details
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Screen Options
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Explanation
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| Entity Name | Input the name of the entity |
| Business Structure |
Select one of the following business structure to be selected via a drop-down table.
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| Industry | Select the industry of the entity, |
| Currency | Select the currency used by the entity. |
Identification
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Screen Options
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Explanation
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| Business Number | Input the business number of the entity. |
| Company Number | Input the Company Number of the entity. |
| Entity Code | Input the entity code. |
Entity Access
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Screen Options
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Explanation
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| Entity Access | Select one group or mutliple groups to have access to the entity. |