If your client is not already created, please follow the Create a client procedure .
Once your client has been created, you can now open their Corporate Book file. To do this, follow the steps below.
Step 1 : Click on the Folders tab from the main menu.
Step 2 : Click the "Add" icon in the upper right corner.
Step 3 : Choose the Corporate Book file type.
Step 4 : Select the client, the employee responsible for the file, and the employee responsible for the client. You can also add a reference person for the client, for the attention of , if applicable.
Step 5 : Complete the file information. In the corporate section, you must indicate the related entity, i.e., the company for which you wish to create the book, as well as its legal form and current regime.
Step 6 : Click "Finish and Accept" to confirm the creation of your file.
