Documents & records

    Every document, exactly where it belongs. Store constitutions, trust deeds, resolutions, agreements, certificates and supporting records against the correct entity.

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    How documents & records works

    Every document, exactly where it belongs. Store constitutions, trust deeds, resolutions, agreements, certificates and supporting records against the correct entity.

    Book a walkthrough
    01

    Filed against the entity, not a folder

    Governing documents, minutes, certificates, licences and policies attach to the entity they relate to in a fixed taxonomy. Find the entity and you have found the document.

    02

    Executed copies come back automatically

    Documents generated anywhere in EntityFlo: resolutions, consents, share certificates: file back to the entity once signed, with the signature record attached.

    03

    Versioned, never overwritten

    Superseded constitutions and deeds stay on the record, so you can show exactly what governed the entity at any point in time.

    04

    Searchable across the group

    Search by entity, document type, date or party, instead of opening five shared drives and hoping the file name is accurate.

    05

    Used by drafting

    Entity details from the register pre-fill new documents, so drafting starts from the live record rather than an old Word file.

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

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    Constitutions and trust deeds, resolutions and minutes, agreements, certificates, consents, licences, insurance policies and supporting correspondence.

    Yes. Documents can be sent for signature, signed in the document itself, and the executed copy is stamped and filed back to the entity automatically.

    Access follows group membership and entity-level permissions, so documents are only visible to people granted access to that entity.

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