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Tag Archives: Certificates Documents & Reports
How-to Attach a Previously-uploaded Document to a New Record
You can attach a document that was previously uploaded to Corporate Focus to any other record, or multiple records, in your database. In fact, it’s best not to upload the same document more than once, which can bloat your data … More
Favorite Reports for Stock Plan Administrators
Corporate Focus comes with over 150 different reports for reporting on the ownership and corporate information of your company. This list includes the reports most commonly used by the stock plan administrators of Corporate Focus to report detailed equity information. … More
Implementing Electronic Minute Books in Corporate Focus
(A Senior Paralegal’s experience managing hundreds of client companies using Corporate Focus) The two keys to a successful implementation of online minute books are to (a) establish a plan in advance and (b) to be consistent in your approach to … More
Scanning Files for Optimum File Size
The time it takes to download and upload documents is highly dependent on your internet connection. If you have a quick connection, uploading docs of most sizes is going to be quick. If you have a slow connection, it will … More
Stock Certificate Template Samples
See a sample of the standard stock certificates that can be run out of Corporate Focus. Continue reading More
Why can’t I attach a document?
If you are getting the error message “File cannot be found” when trying to attach a document, the first thing to check is the Trusted Site settings in your internet browser. Make sure the following links have been added as … More
Can I download all of my documents at once?
Yes. If you are planning on downloading multiple documents, you can use the Document Export process. Once you are logged into Corporate Focus, click on the Documents tab in the top right corner. From here, click on the Document Export menu option, and you will be guided … More
How do I attach a document?
Documents can be attached to many different types of Corporate Focus records. Once attached, you can view information about the attached document from a record’s summary screen. Attaching a document can be done when adding or editing a record. Navigate … More
