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GEMS Basics - Updating Entity Data

Updated over 2 months ago

Acquire the essentials of managing your business entity data in GEMS. In this beginners' session, you'll learn how to create new entities, edit entity data, manage documents, and track activities.

Session Objective

By the end of this session, you will be able to add new entities to GEMS, edit panels and screens, add and manage documents within the system and track activities using the Compliance Tracker.


Activity 1 - Add a Business Entity

Create a new business entity, with a jurisdiction of Delaware. And enter data in the address and appointments screens.

In Address screen add a business address

Use an address that already exists in the database

When naming your business entity, please use your initials and CORE2025

Business entity name examples for this activity:

"SV CORE2025 Corporation"

"SV CORE2025 Inc"

"SV CORE2025 Llc"

Process Reminder:

  1. Quick Add

  2. Entity

  3. Type: Business Entity

  4. Jurisdiction: Delaware

Select the following screens:

  • Basics

  • Address

  • Appointments

Address screen:

Select an existing address from the database in the city of Dover, Delaware

Appointments Screen:

create a new person entity and appoint them as Director

Question: In the Add Entity wizard, when setting Delaware as the Jurisdiction on the Entity Details page, which option should you use? The dropdown menu or the lookup list?


Activity 2 - Clone a Business Entity

Clone your previously created Business Entity

Business entity name examples for this activity:

"SV CORE2025 Corporation"

"SV CORE2025 Inc"

"SV CORE2025 Llc"


Activity 3 - Editing Data on Panels/Screens

Panel Edit - Data Row

1. Edit an appointment election date from panel

2. On an appointment panel or screen

  • new appointment

  • if person does not already exist

  • create person entity


Activity 4 - Add a document to an Entity

Add a document to your new entity.

Create a word or pdf doc to add to your entity.


Activity 5 - Add multiple documents to multiple Entities

Create a second word or pdf doc to add to your entity.


Activity 6 - Compliance Tracker

  • Change the assignee on a to do item

  • Make yourself an owner on a to do item

  • Mark a to do item or an activity completed

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