Learn about eCorp's Significant Individual feature.
Welcome to the eCorp Training!
eCorp is Dye & Durham's corporate records management application. Below, we provide a series of training videos to introduce you to the Significant Individual feature.
1. Adding a Significant Individual
1. Open File
2. Go to Modifications
3. Select Contacts
4. Select Significant Individual
5. Select Add Significant Individual
a. Fill in information as needed
b. Select documents if required
c. Submit to save the significant individual
2. Edit a Significant Individual
1. Open File
2. Go to Modifications
3. Select Contacts
4. Select Significant Individual
5. Select the significant individual to be edited
6. Select Edit Significant Individual
3. Delete Significant Individual
1. Open File
2. Go to Modifications
3. Select Contacts
4. Select Significant Individual
5. Select the significant individual to be deleted
6. Select Delete Significant Individual
4. Add Step Taken to Confirm Transparency Register Information
1. Open File
2. Go to Journal
3. Select to add a new Journal Entry
4. Select the "Step taken to confirm Transparency Register Information"
5. Select Submit
FAQ
What if a company or family trust is a shareholder?
The significant individual(s) of that entity will have to be discovered, then added as a shareholder to add as a significant individual