Documents & signing

    Create, approve and sign documents in one place. Generate the required resolutions, minutes, consents, notices and supporting documents, then route them for review, approval and signature.

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    How documents & signing works

    Create, approve and sign documents in one place. Generate the required resolutions, minutes, consents, notices and supporting documents, then route them for review, approval and signature.

    Book a walkthrough
    01

    Drafted from the corporate record

    Entity names, identifiers, officers, share classes and signatories merge into the template automatically, so a resolution starts accurate instead of copied from the last one.

    02

    The right documents for the action

    Each corporate action knows what it needs: board and shareholder resolutions, minutes, consents to act, notices, share certificates and supporting schedules.

    03

    Review and approval before signature

    Documents route internally for review and approval, with versions and comments held against the action so the audit trail starts before execution.

    04

    Signed inside the document

    Internal and external signatories review the document and sign within it. The signature, signer name and date and time stamp are applied to the final PDF.

    05

    Filed without anyone filing it

    Executed documents are stored against the action, the entity and the relevant register, in the correct vault category.

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

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    Yes. External signatories receive a secure link, open the document, review it and sign inside it: no account required.

    Yes. The executed PDF contains the signature, the signer’s name and a date and time stamp, and that file is the version stored on the record.

    Yes. Templates can be customised while still drawing on the same merge fields, so entity data continues to populate automatically.

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