Manage Entity Data in GEMS
How to update data in GEMS e.g., Appointments, Ownership, Banking, etc.
117 articles
Delete an Entity Record
Record Joint Shareholders in GEMS
Create a New Security in GEMS
Amend the Authorized Capital
Types of Share-Related Transactions
Update Stockholder/Shareholder Balance from the Snapshot Panel
Decreasing Share Capital
Transferring Share Capital
Exchanging One Security for Another
Edit Security Transactions
Changes to Amount Paid for Shares
Changes to Beneficial Ownership of Shares
Add Stockholder/Shareholder Transactions
Update Non- Capital Ownership
Capital vs Non Capital Ownership
Explore the components of Non-Capital Ownership
Explore the components of Capital Ownership
Review Non-Capital Ownership and Members
Update an entity's existing Members (Non Capital Ownership)
Video - Contract Management
Contract Management Overview
Add a New Contract Record
How to Add a Party to Contract to an Existing Contract
Contract Approvals
Storing Contract Documents
Finding Contract-Related Details
Analyze Contracts Using the Reporting Module
Configuring the Contract Snapshot (Admin Only)
Contracts Administration (Admin Only)
Setting Up DocuSign (Admin Only)