Getting Started in Corporate Focus in 30 Minutes or Less

Overview

The objective of this document is to show you how to get started in Corporate Focus in 30 minutes or less. To accomplish this, we use a sample company, enter some basic information, and add a few directors and officers. We then add the type Common Stock, enter a stockholder record, and print a stock certificate. Next, we we add the charter, the corporate bylaws, and the initial consent documents. Finally, we print a company summary data sheet that displays the information you have entered.

At the beginning of each section are step-by-step instructions, followed by the explanatory narrative for that section.

As you are getting started with Corporate Focus, you may also find useful the List of Fields for a Typical New Company document for a brief summary of the minimum data that users typically enter for a new company.

Note: Corporate Focus runs on Internet Explorer 7 or higher and you must have all pop-up blockers disabled. For more information see the Two Step support document Optimal Browser Settings.

Section I – Add a New Company with Basic Data

How to get here: Log into Corporate Focus or, if already in the program, on the main menu click Companies

Step-by-Step – Add a Company

  1. Click Add on the bottom menu.
  2. Enter the Company Name.
  3. Use Quick Links to go to the Address section.
  4. Enter [Street] Address.
  5. For City, click the Add link (Add button) to the right of the field.
  6. Enter the City and then click Save.
  7. Enter the Address fields.
  8. Use Quick Links to go to the Basic Data section.
  9. Enter Jurisdiction OrganizedDate Organized, and related data.
  10. On the Description section, enter the Company Type.
  11. Use Quick Links to enter any other company information.
  12. When finished entering the company, click Save.

Narrative – Add a Company

The first time you log in to Corporate Focus you may not see any companies listed. Once you start adding companies to Corporate Focus you can see a listing of your companies by going to the blue tabs at the top left of the screen, the Main Menu, and clicking Companies. Figure 1 illustrates viewing your companies once you have entered one or more companies into Corporate Focus. This is called the Companies screen.

Companies screen
Figure 1. The Companies screen

Add a New Company

To add a new company, click the Add button at the bottom of the Companies screen as illustrated in Figure 1.

Name Information

You will see a screen that lets you add some basic data. On the first screen, Company Name and Legal Company Name are required. Note the red R that informs you that these fields are required.

First, we enter the Company Name. The Legal Company Name defaults to the Company Name. If you need to change either name, you can change one or both of these fields. You may change this now or you can edit the Company Information later. Figure 2 illustrates the entry of the Company Name and Legal Company Name.

Add Company Name Information tab
Figure 2. Add Company screen’s Name Information tab

The remaining fields are not required, so we will not enter them at this time. You can go back later to enter or change fields.

Quick Links to Entering More Information About the Company

The next items we are going to enter are the address data for our company and the jurisdiction information. You will notice that information about the company is organized by sections, as illustrated in Figure 3. You can navigate to any section by clicking the section name in the Quick Links.

Companies screen Quick Links
Figure 3. Quick Links items

QuickTip! Navigate to different sections of Company information by using either the Quick Links on the left side of the screen or the Next and Previous arrows on the bottom.

Entering Address Information

To enter the address for the company, in the Quick Links click the Enter Address Information link.

QuickTip! If you do not want to complete the Company’s address information at this time, you may skip this section and enter the address information later.

Once in the Address Information screen, enter the Street Address.

When you see a field with a small Add link (Add button) to the right of it, as illustrated in Figure 4, this means that your entry must be selected from a list. By entering the name of the city, state, or country into the field, Corporate Focus selects potential matching records for you based on the characters you type into the field. If the city, state, or country are not on their respective lists, click the Add link (Add button) to add it to the master list.

Companies screen Address Information tab
Figure 4. Address Information screen

For example, let’s say that you want to enter Boston in the City field. Boston is in the list. So by typing Bos into the field, Corporate Focus finds Boston, as illustrated in Figure 5.

Example of auto-populate match
Figure 5. Example of an ‘autopopulate’ match within the program

If, on the other hand, the city is not on the list, you need to add it to the list. Figure 6 is an example where I want to enter the city Boston Park, a fictitious city that is not included in the list. I add it to the list by clicking the Add link (Add button) to the right of the field, as illustrated in Figure 6.

Add a new city to the list in Corporate Focus
Figure 6. Use the ‘Add’ link to add a new entry into Corporate Focus

Enter the City name and then click Save; the city is added to the list of cities stored in Corporate Focus.

The field State is also a list. Corporate Focus auto-populates this list with all 50 US states as well as the District of Columbia. Country is also a list; Corporate Focus provides a default list of many countries.

Entering Jurisdiction Information

To enter information for the jurisdiction in which the company is organized, in the Quick Links click Basic Data.

First, enter the Jurisdiction in which the company is organized. Jurisdiction is also a list, and Corporate Focus auto-populates it with all 50 states as well as the District of Columbia. If you want to enter a jurisdiction that is not on the list, use the Add link (Add button), similar to adding a City as illustrated above in Figures 4 – 6. The jurisdiction you indicate in this field will be designated as the Domestic Jurisdiction.

Although most Company Information can be added or changed later, it is recommended that you enter the domestic jurisdiction at this time.

QuickTip! It is suggested that you enter the company’s domestic jurisdictiondate organized, and registered agent when you add the company to Corporate Focus. However, if you want to enter or change any of these fields later, you need to use the Add/Edit Jurisdiction section covered in this Help File topic.

After entering the Jurisdiction Organized, you should enter the Date Organized, using either the calendar button or entering the date manually.

Next, enter the Registered Agent. Registered Agent is also a list, so you may need to enter it into the list using a method similar to the method we used for the City field above. However, with Registered Agent, you may need to go through two dialog boxes and two levels of Add and Save buttons, as described next.

If the Company’s registered agent is not in the list, click the Add link (Add button) next to the Registered Agent field. The Registered Agent dialog box appears as illustrated in Figure 7. Note that the Name field in the Registered Agent dialog box also has a corresponding Add link. This is because the name must be in the Name list as well as in the Registered Agent list.

Registered Agent dialog box
Figure 7. Registered Agent dialog box

If your Registered Agent does not appear in the Name list, you need to add it. When you click the Add link (Add button) to the right of the Name field, a Name dialog box opens with the name of the Registered Agent in that Name field, as illustrated in Figure 8. Click the Save button. That puts the Registered Agent in the Name list and takes you back to the Registered Agent dialog box. Click Save on the bottom of the Registered Agent dialog box; your registered agent now appears in the Registered Agent list.

Registered Agent name list
Figure 8. The Name dialog box

Company Type

Use the Quick Links to open the Enter Description section and complete the Company Type by selecting an existing item such as CorporationLLCLP or adding a new type.

Additional Company information

You can also enter, either now or later, additional information about the company on this and subsequent sections.

Save Your Company Data

When you have completed entering the company information, click Save on the bottom of the screen.

Congratulations. You have now created your first company in Corporate Focus.

Section II – Add Directors

How to get here: Company Menu > People > Directors or Managers

Step-by-Step – Add Directors

  1. Click Add on the bottom menu.
  2. Enter the Director Name.
  3. Click the Add link (Add button) to the right of the field.
  4. On the Name pop-up window, enter Name and then click Save.
  5. For the Type field, select Director from the drop-down list.
  6. For the Start Date field, enter the date that the director started.
  7. Optionally enter additional information for this director.
  8. Check the Add Another Director or Manager checkbox located at the bottom of the screen.
  9. Repeat steps 3 – 8 for each director.
  10. For the last director entered, deselect the Add Another Director or Manager check-box.
  11. Click Save.

Narrative – Add Directors

The next thing we will do is to add some directors to the company.

How to Navigate to the Add Directors Screen

When you have completed adding the new company into Corporate Focus, you will be in the Company Basics screen. Underneath the Main Menu, we find a second set of menu items pertaining to the selected company, the Company Menu, including items for CompanyPeopleMinute Book DocumentsOwnership, and more. When you hover over the People menu item you will see a drop-down list of more selections. You want to choose Directors or Managers. This is illustrated in Figure 9.

Navigate to the Add Directors screen
Figure 9. Navigating to the Add Directors screen

This brings you to the Directors or Managers screen, which we will refer to as the Directors screen. When you first go to the Directors screen it will be empty. To add a director, click the Add button at the bottom of the screen. This takes you to the Add Directors or Managers screen.

Navigating Within the Add Directors screen

This screen, like the Company screen, has Quick Links on the left (see Figure 10). Notice that the sections are relevant to the Add Director function. Throughout Corporate Focus, the Quick Links reflect the function that you are performing.

Add Director screen Quick Links
Figure 10. Add Director screen Quick Links

Add the First Director

The first field you see is Name. Names are also a list, similar to the City field in Section I of this Guide. To add a new name, simply click the Add link (Add button) next to the name, complete the name and any information in the pop-up window, and then click Save. This brings you back to the Add Directors screen.

The next field is Type. If you click the down arrow to the right of Type (see Figure 11), you will find Director as one of the choices. Choose Director.

Choose Director as the Type
Figure 11. Choose Director as the Type you are adding

The next field is Current/Former. The default selection is Current. Because you are just entering this company, this is most likely a current director.

When Corporate Focus lists directors on reports or on other screens, it lists them in alphabetical order by last name. If you want to list the directors in any other manner, use the Order field to enter an order number. If you leave the Order field blank, Corporate Focus uses the default sort order.

The next field is the director’s Start Date. This should be entered at this time (if known).

You can enter any of the other information on this screen or on any other sections of the Add Director screen. When you are finished, click Save on the bottom of the screen. In this case, we know that we are going to enter another director, so before we click Save, we check the box that reads Add Another Director or Manager. By checking that box and then clicking Save, Corporate Focus takes you directly to the Add Directors screen to add the next director.

Add More Directors

In order to add another director, repeat the steps that you used to add the first director. Do this until you have entered all directors that you want to enter. For the last director you enter, however, when you click Save, leave the Add Another Director or Manager box unchecked. This will now bring you back to the Basic Data screen of the last director added.

Section III – Add Officers to the Company

How to get here: Company Menu > People > Officers

Step-by-Step Review – Add Officers

  1. Click Add on the bottom menu.
  2. Enter the Officer Name.
  3. Click the Add link (Add button) to the right of the field.
  4. On the Name pop-up window, confirm the Name and then click Save.
  5. For the Title field, select President on the drop-down list.
  6. Enter the Start Date for the President.
  7. Check the Add Another Officer box.
  8. Repeat steps 3 – 7 for entry of Secretary.
  9. Deselect the Add Another Officer check-box.
  10. Click Save.

Narrative – Add the President and Secretary

The next thing we want to do is to add the company’s officers, such as the President and Secretary. To accomplish this, we go back to the Company Menu items underneath the Main Menu.

How to Navigate to the Add Officers Screen

From the Company Basics Screen, we will use the Company Menu, similar to what we did to add the directors. Click People and then select Officers from the drop-down list, as illustrated in Figure 12.

Navigate to the Add Directors screen
Figure 12. Navigating to the Add Officers screen

Add the Company President

This brings you to the Officers Screen. Initially, it is empty. To add an officer, click the Add button on the bottom of the screen.

Adding an officer is very similar to adding a director. Enter the Name. Click to open the Title drop-down list and select President. Enter the president’s starting date in the Start Date field.

Other than Name, Title, and Start Date, information about the President can be entered at a later time. When you are finished, click Save on the bottom of the screen. In this case, we know that we are going to enter another officer, so before we click Save, we check the box that reads Add Another Officer.

Add the Company Secretary

In order to add the Secretary, repeat the steps that you used to add the President, but select Secretary from the Title drop-down list. Enter as much information as you want for the Secretary. Other than NameTitle, and Date Started, you can enter additional information at a later time.

After you have finished, click Save on the bottom of the screen. This time, however, when you click Save, leave the Add Another Officer box unchecked. This brings you back to the Basic Data screen for the last officer entered.

Section IV – Add Common Stock Type

How to get here: Company Menu > Ownership > Types

Step-by-Step – Authorize Common Stock

  1. Click Add on the bottom menu.
  2. For the Type field enter Common Stock.
  3. For the Category choose Stock.
  4. Enter the number of shares authorized in the Authorized field.
  5. Enter the date of authorization in the Date Created field.
  6. Enter any additional information you want to add at this time.
  7. Use Quick Links to go to the Enter Legends section.
  8. Enter all Legends for Common Stock.
  9. Use Quick Links to go to Enter Certificate Info section.
  10. Specify which style of stock certificate, both front and back, that you want to use.
  11. Enter additional information or change default information if applicable.
  12. Click Save.

Narrative – Add Common Stock Type

The company has authorized common stock and has also issued common stock to one stockholder.

From the Company Basics screen, go to the Company Menu item that reads Ownership. You will see Types as one of the choices, as illustrated in Figure 13. Select Types. Ownership Types are simply the type of security, for example,Common StockStock Option PlansPreferred StockWarrants, etc.

Navigate to the Ownership Type screen
Figure 13. Navigating to the Ownership Types screen

The first time you go to Types the screen is empty. Add the class of stock by clicking on the Add button on the bottom of the screen.

The first thing we do is designate the Type as Common Stock. Type is a required field. Type is also a list and displays a number of ownership types, including Common Stock. We select Common Stock as the Type.

The next item we want to enter is the number of shares of Common Stock. Enter the number of shares into the Authorized field. In our case, the company has authorized 5,000,000 shares of Common Stock.

We can enter the par value, if any. Note that par value is also a list and is pre-populated with common par values. In our case, our par value is $0.001, which is on the list. (see Figure 14).

Entering the Par Value
Figure 14. Entering the Par Value

Category is a list consisting of Stock, Convertible, Option, Other. In this case, we select Stock. See Figure 15.

Specifying the Category
Figure 15. Specifying the Category

The next field is Date Created. Enter the date that this Ownership Type was created by entering the date manually or by using the calendar icon.

The next section for the Ownership Type is Enter Reserved Shares. At this time, we are not going to reserve any shares. However, if you later add Stock Options or ownership types that convert into Common Stock, you will need to reserve those shares.

Legends

The Legends section, while not required, is very useful and we do recommend completing it at this time if you know what some or all of the legends are for Common Stock and you plan to print stock certificates. Use the Quick Links to go to the Legends section. In the Legends section, the only field we will use is the first box, labeled Legends.

You need to populate your common stock legends with all the legends you may need for stock certificates in this class. There are a few ways to do this.

One way, and possibly the easiest, it to copy (CTRL+C) and paste (CTRL+V) your legends into the Legends box from an existing Word, Excel, email, or other file.

Another way is to select legends from a pre-defined list that has been populated by other users at your firm. Use the List link to select from such a pre-defined list, as illustrated in Figure 16. The Legends box is a text field. Thus, once you’ve selected legends from the list, you can manually revise the language or manually add new legends for this Ownership Type, as illustrated in Figure 17.

Listing of available default legends
Figure 16. Listing of available default legends

Revise or add new legends
Figure 17. Revise or add new legends

When you issue stock certificates later for this Type, the legends on each individual certificate default to the legends you enter here. Thus, the legends entered for Ownership Type should include all legends that you may want to use on any individual ownership record. You can, however, manually change or revise individual stock certificate legends, as described in the next section.

QuickTip! Legends that are not on the list, but that you think will be used over and over again, can be added to the list. For more information on how to do this, see this Corporate Focus Help File topic, or contact the Two Step Software support line.

Enter Certificate Information

In the Enter Certificate Info section of this Ownership Type, specify the format for the front and back of the stock certificate, the Jurisdiction, and Par Value to print on the stock certificate, who signs the certificate, and other useful information.

For the format of the stock certificate, when you click the drop-down list, you will find a long list of formats corresponding to many frequently-used stock certificate styles. Select the style that corresponds to the actual stock certificate you will use. Select the style or format for both the front and back of the stock certificates.

QuickTip! We recommend using a blank format. To see all the available certificates available within Corporate Focus, sign into our support site and go to www.twostep.com/support/reports/stock_certificates.asp. Or call Two Step Software support to get more infomation, or if you don’t see your style in the drop-down list.

President and Secretary are the system default values for the left and right signature lines; these can be changed. There are a few other items of personal preference that you will find on the Enter Certificate Info section. When you have completed entering the data for the Common Stock ownership type, click Save.

Section V – Add a Common Stock Record

How to get here: Company Menu > Ownership > Ledger

Step-by-Step – Add a Common Stock Record

  1. Click Add on the bottom menu.
  2. Enter NameID (certificate) Number, and Number of shares.
  3. Use Quick Links to go to the Edit Details section.
  4. Enter the Date of Issuance.
  5. Use Quick Links to go to the Enter Legends section.
  6. Delete the legends that you do not want to appear on this certificate.
  7. Enter any other optional information about this issuance.
  8. Click Save.

Narrative – Add a Common Stock Record

Now we are ready to add the company’s first common stock record. To do this, we go to the Company Menu and select OwnershipLedger, as illustrated in Figure 18.

Ownership Ledger menu
Figure 18. Ownership Ledger

Initially, the Ledger screen is empty. To add a stock record, click the Add button at the bottom of the screen.

In the OwnershipLedger section, notice that the Quick Links sections have changed to reflect the adding of a stock ownership record or ledger item.

The only fields that are required are Name and ID Number. However, you should add the Number of shares at this time. In this case, the company has issued 1,000,000 shares of Common Stock to its first stockholder.

In the Enter Details section, you should also enter the Date of Issuance. Corporate Focus automatically checks the box to indicate that the stock is Outstanding, and defaults to a Basis of Issuance as Original Issue.

In the next section, Legal Information, you can enter any of the fields now or at a later time. Notice that because the stockholder is a Director, Corporate Focus automatically completes the field Owner Type with Management.

In the Amount Paid section, you can choose to enter if the consideration has been Received (paid), and enter the Amount Paid and the Fair Market Value.

Enter the Amount Paid Per Share, then click the calculator icon to the right of the Amount Paid field. Corporate Focus automatically calculates the total Amount Paid and populates the field according (see Figure 19).

The Ownership Ledger's Amount paid section
Figure 19. The Ownership Ledger’s Amount paid section

The Status section allows you to track the status of various events. At this time, you may want to enter the Date of Board Authorization, but you can leave the other fields blank.

The Legend section is one that you want to look at. The Legend field for each stock certificate defaults to the legends from the Ownership Type record. The user is able to manually modify the text of the legends on any given stock certificate as needed, including modifying existing legends and removing legends not applicable to this particular ownership record.

When you have completed entering the data for the Common Stock Ownership Type, click Save.

View Ledger and Reports

If we now go back to our Company Menu and select OwnershipLedger, we now see that we have one stock certificate issued for 1,000,000 shares of Common Stock.

Corporate Focus can also print a variety of reports regarding stock ownership, such as Ownership Ledger – DetailOwnership SummaryOwnership Ledger- Details by NameStateBeneficial Owner, and many more reports. You will learn how to generate reports in Section VIII of this Guide. Figure 20 is an example of an Ownership Ledger – Details report.

Ownership Ledger - Details report
Figure 20. Ownership Ledger – Details report

Section VI – Print Stock Certificate

How to get here: Main Menu > Ownership > Ledger

Step-by-Step – Print Stock Certificate

  1. Check the Tag box to the right of this record listing.
  2. Click the Print Certs icon on the bottom menu.
  3. In the dialog box select Front of certificate.
  4. Download the PDF of the certifcate front.
  5. Return to the Ownership Ledger screen and repeat steps 1 and 2.
  6. In the dialog box select Back of certificate.
  7. Download the PDF of the certificate back.
  8. Print the front and back of the certificate from the PDF files.

Narrative – Print Stock Certificate

From the Ledger screen, we can print the stock certificate for the common stock record. To navigate to the Ledger screen, click OwnershipLedger on the Company Menu.

To print stock certificates, we first need to tag the stock certificate as illustrated in Figure 21. Note that multiple stock certificates can be tagged for printing at one time.

Tagging a stock certificate for printing
Figure 21. Tagging a stock certificate for printing

Note that multiple stock certificates could be tagged for printing at one time.

QuickTip! Only one Radio button may be selected one a time. Tags, however, allow the user to select more than one at a time.

At the bottom of the screen, there is a button called Print Certs, as in Figure 22.

Print Certificates button
Figure 22. Print Certificates button

When you click Print Certs a dialog box, as shown in Figure 23, appears asking whether you want to print the front or back of the certificate. Corporate Focus prints the front and back of the certificate as individual PDF files.

Note: If your printer has the capability, Corporate focus can print duplex certificates, so you only have to feed the certificate once. For more information on this see this Corporate Focus Help File topic, or contact the Two Step Software support line.

Select Print Certificate Options dialog
Figure 23. Select Print Certificate Options dialog

Section VII – Enter Minute Book Documents

How to get here: Company Menu > Minute Book Docs > Governing Docs

Step-by-Step – Enter Minute Book Documents

  1. Click Add on the bottom menu.
  2. Complete Name and Type for the Certificate of Incorporation or charter.
  3. Use Quick Links to go to the Attach Documents section.
  4. Enter Name and Browse to your document.
  5. Click Attach.
  6. Look for the File Successfully Uploaded message.
  7. Click Save.
  8. Repeat steps 2-8 for the company’s Bylaws.
  9. For the initial Consent, go to Minute Book DocsMinutes and Consents.
  10. Repeat steps 2-8 for the initial Consent.

Narrative – Enter Minute Book Documents

You can attach certain documents to the Company information. In this example, we will attach the company’s Certificate of Incorporation (COI), its Bylaws, and the initial Consent.

Governing Docs

The COI and Bylaws are Governing Documents, so we go to Minute Book Docs on the Company Menu and select Governing Docs from the drop down. The first time you do this, you will not see any documents listed.

To add a Governing Doc, click the Add button on the bottom menu. Complete the Name and Type of document as illustrated in Figure 24. Complete any other information you want at either this time or a later time.

Add Governing Document dialog
Figure 24. Add Governing Document dialog

Now we use Quick Links to get to the Attach Documents section (see Figure 25).

The Quick Link's Attach Document link
Figure 25. The Quick Link’s Attach Document link

Once on the Attach Documents screen, enter the File by browsing for the document on your computer or your network (see Figure 26).

Browse for the file you want to upload
Figure 26. Browse for the file you want to upload

Next, enter a Name for this document; Name is a required field.

Scroll down toward the bottom of the screen and click the Attach button (See Figure 27).

Add Ownership Type screen
Figure 27. Attach the file you want to upload

Once the file is uploaded and attached, you get a message that says File Successfully Uploaded. (See Figure 28)

Successful upload message
Figure 28. Successful upload of the document message

You now want to Save this record and Add Another Governing Document, as illustrated in 29.

Save and add another governing document
Figure 29. Save the uploaded document and add another governing document

Next, we’ll repeat these steps to enter the Bylaws, using Bylaws as the Type instead of Charter.

QuickTip! When you enter a document, don’t forget to click the Attach button.

Minutes and Consents

To enter our Consent, we go to the Company Menu and select Minute Book DocsMinutes and Consents. This screen works similarly to the Governing Documents section just above, but for Type you enter Consent. Once the file is successfully uploaded and attached, click Save.

Documents Attached

Now, when you look at Minute Book Docs > Governing Documents, you will see the two documents you attached. When you look at Minute Book Docs > Minutes and Consents, you will see the Initial Consent.

Section VIII – Print a Summary Data Sheet

How to get here: Main Menu > Reports

Step-by-Step – Print a Summary Data Sheet

  1. Optionally filter your reports to display only Company reports.
  2. Select Company Summary – Portrait.
  3. Click the Preview button.
  4. On the Export drop-down list select Acrobat (PDF) file.
  5. Click the Export button and Download the file.

Narrative – Print a Summary Data Sheet

At this point, you may want to print a report summarizing the information entered so far. To do this, we first click the Reports tab of the Main Menu, as illustrated in Figure 30.

The Reports tab
Figure 30. The Reports tab

This gives us a list of all reports available in Corporate Focus. To narrow the scope and reduce the number of reports we see, select Company in the Filter box, as illustrated in Figure 31.

Add Ownership Type screen
Figure 31. List of reports in Corporate Focus

Also on Figure 31, notice the blue star to the left of the report title. A blue star indicates that this report is a favorite report. This makes it easier to access later. You can make any report a favorite by clicking the star. You can remove it from your favorites by toggling the blue star. Once in the Company Summary – Portrait report screen, click the Preview button on the bottom, as in Figure 32.

Company Summary - Portrait dialog
Figure 32. Company Summary – Portrait dialog

You will then see your Company Summary report. At this point, you can print this report by exporting it as a PDF file. To do this, select Acrobat (PDF) file from the Export drop down list, as illustrated in Figure 33, and then click Export to download to your computer or network. You can then print the downloaded PDF.

Company Summary report
Figure 33. Company Summary report

QuickTip! If is preferable to print reports by exporting to a PDF file. Use the printer icon to quickly print a draft, but final reports look better when exported to a PDF file.

Making Changes to the Standard Report

The report capabilities of Corporate Focus go far beyond what you have learned so far. You can make changes to elements of a report, such as Report Title and Desciption. You do this by using the Parameters screen. That screen is illustrated in Figure 26. Additionally, you can change which records show up on any given report by using the Advanced Filter feature. You can learn more about these capabilities by using the Help file.

Summary

If you followed the steps in these eight sections, you will have learned how to add basic entity and ownership information for a new company. While there are many additional data fields that can be used, this document discussed the most basic fields as an introduction to a new user. As you become more familiar with the system, or enter more advanced and different types of entities and ownership records, you will need to learn about some of the other fields in order to track all of your information and to take advantage of the full set of capabilities that Corporate Focus provides.

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