Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Click on the "Persons" tab in the main menu.
Step 2: Hover over the + icon at the top right of your page to bring up the menu.
Step 3: Click on "Entreprise".
Step 4: Enter the name of the company or keywords in the "Company search" box. Then click on the "Search" button.
Note: If you use a keyword that is too common, it is possible that no search results will be displayed because there are too many possible results. When this happens, click on the return arrow at the top left and start your search again from step 2.
Step 5: Filter as needed to refine your search results.
Étape 6: Select the desired company and click on the black check mark to confirm.
You will be redirected to the "New actor of type: Moral person" file, where all information concerning the company as registered with the REQ will be automatically filled in.
Step 7: Complete the legal person information, if necessary, and click the green check mark to save and close.
Results:
The file of the legal person automatically contains all the information from the REQ
The company's corporate people will be automatically created in your database with the information from the REQ
The new legal person can be used to create a new client or supplier
The new legal person can be added as a reference person or as a participant in a matter