How to Save to Library
Through an existing Company in ecorp
If you have an existing company in ecorp that you would like to use the share structure of:
- Open company
- Go to Finance
- Select Share Structure
- Under Save to Share Structure Library enter a unique name for the share structure
- Select Save to Library
Through new file entry
If you do not have an existing file with the share structure you are wanting to use, the easiest way to save a share structure to your library is to enter a file and save the share structure when doing data entry.
- Go to Create a File
- Select BC Corporation, or Canada Corporation, depending on the type of file the share structure is for
- Select New file
- Select Next
- Enter fake data into required fields until you get to the Share Structure section
- Enter each class of the share structure as required
- Once all classes are entered, enter the unique share structure name into the Save Share Structure to Library
- Select Save to Library
If just used this file for saving the share structure and do not need to keep it, you are able to remove the structure:
- Go to Create a File
- Under Files in Progress
- Select the red X next to the file name
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