Please note: There are many data fields in GEMS that you can add to. The examples in this article will be focusing on fields that are mandatory or commonly used. You can always add additional information into other fields we do not cover here based on your business needs.
Add an Entity
Business Entities (Companies) are added to GEMS via the QUICK ADD button located in the top right of the page.
In this scenario, a new Business Entity within our organization, Brimsdown, was formed on May 01, 2025, in Delaware and we need to add its record to GEMS.
1. Click the QUICK ADD button at the top of the Home Hub and select Entity.
2. The Entity Details pane will appear. Select the type of entity you desire. In this example, we will select Business Entity.
3. Click the Lookup List icon next to the Jurisdiction field.
5. The Jurisdiction Search Screen will appear. Enter your entity’s jurisdiction in the Search For field and click Search. In our example, we will search for Delaware.
6. When the search results appear, click the name of your jurisdiction to add it to the field.
7. The Jurisdiction Search Screen will close, and your jurisdiction will be added. In our example, Delaware is added to the Jurisdiction field.
8. Click the Lookup List icon next to the Entity Type field.
9. The Entity Type Search Screen will appear. Enter the name of your entity in the Search For field and click Search. In our example, we will enter corporation.
10. When the search results appear, click the name of your entity type.
11. The Entity Type Search Screen will close, and the entity type will be added. In our example, Corporation was added to the Entity Type field.
12. Click NEXT to continue adding your entity via the Basics Screen.
Use the Basics Screen to finish adding the entity
To continue the process of adding an entity record, you need to select the Screens you want to input data for. When you first add an entity record, you may not have the time or details to enter all its data. Therefore, we recommend that you start by just entering the data for the Basics Screen. This will allow you to complete the process of adding the entity, and then you can add additional data later.
1. Locate and click Deselect All.
2. Only the Basics Screen will remain selected since it is mandatory. Select any additional Screens, if desired. In our example, we will only select the Basics Screen.
3. Click NEXT.
4. The Basics Screen will appear. Locate the Legal Name field and enter your entity’s legal name. The Short Name field will automatically populate with the same name. You can adjust the short name, as needed. In our example, we will enter Brimsdown, Inc. into the Legal Name field and adjust it to Brimsdown in the Short Name field.
5. Scroll down the Basics Screen to complete all mandatory fields. In our example, we will scroll to the Status field and use the Lookup List to update the status to Active.
6. Complete any other optional fields, as desired. In our example, we will complete the Formation Date field by entering May 01 2025.
7. When finished, click GO TO SNAPSHOT.