Corporate records

Open Overview under Corporation in the rail, then Corporate records. It has three tabs: Minute book, a checklist of the records your jurisdiction pack asks for; Share register, every issue, transfer and redemption of shares; and Cap table, who holds what.

On this screen

1. On Minute book, find an item marked as required.
2. Choose Attach document and pick the signed record.
3. On Share register, choose Record an entry for a new share movement.

The minute book

A new company starts with no checklist. Choose Set up the checklist and Langbyrde builds it from the jurisdiction pack. Every item starts as required until a document is attached.

• Attach document links a document from the company folder and marks the item present.
• Not applicable marks an item that does not apply to this company; you give a reason.
• Add annual resolution adds a fiscal year's annual-resolution item to the checklist, then you attach the signed resolution to it.

The share register

Choose Record an entry to add one movement at a time. A transfer between two holders is two entries, a transfer out and a transfer in, sharing one certificate number. A recorded entry is never edited; a mistake is corrected with a cancellation or an offsetting entry. The Cap table is worked out from the register.