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How to update data in GEMS e.g., Appointments, Ownership, Banking, etc.

Manage Entity Data in GEMS

In this video more advanced editing topics are explored such as tracking Ownership.

Navigating and Editing Basic Data in GEMS (Edit Users)

In this video the basics of editing data in GEMS are explored along with the creation of new entities.

Editing Advanced Data, Managing Documents, and Utilizing the Compliance Tracker in GEMS (Edit Users)

Adding and Editing Data Video Webinars

Work With Lookup Lists

Add a Lookup Item to a Lookup List

Add and remove Favorites to Lookup List drop-down menus

Lookup Lists

Add Business Entity (Company) Records

Add Person Entity Records

A guide to duplicating Business Entities/Companies and Non-Affiliates

How to Clone Non-Person Entities

Guide to using the Cessation of Entity Wizard to close out entities as the result of dissolution, striking off, etc.

Cessation of Entity Wizard

Use a Data Wizard to merge Business Entities/Companies and Non-Affiliates

Merge Entities with the Merger Wizard

A step-by-step guide to archiving Business Entities/Companies

Archive Business Entities/Companies

A step-by-step to restoring an archived Business Entity/Company

How to Restore an Archived Business Entity/Company

A guide to deleting Business, Person, and Non-Affiliate Entities within GEMS.

Delete an Entity Record

Creating and Closing Entity Records

Add and Edit Data from Entity Screens

Delete data from Screens

Add and Edit Data from Snapshot panels

A guide to changing the Status field value of a Business Entity/Company, Person, or Non-Affiliate

Update an Entity's Status

A step-by-step guide to updating formation data within GEMS

How to Update the Jurisdiction, Formation Date, and State File Number for a Business Entity/Company

Add a Registered Email Address

Modify or add data to populate the Key Dates Snapshot panel

Edit the Key Dates Panel for an Entity

Guides for updating Formation, Basics, and Business Entity Details Screens

Basic Business Entity Data

Add and Managing Service Addresses (UK)

A guide to locating and editing an entity's addresses in GEMS

How to Find and Update an Entity's Addresses

Addresses

add an appointment or resign an appointees of any appointment type

Appoint and Resign Appointees

Add Multiple Appointments to one company or multiple companies

Bulk Appointment Wizard

Resign Multiple Appointments From One or More Companies

Bulk Resignation Wizard

Add one appointment to multiple entities/company's or multiple appointments to one entity/company

Add Multiple Appointments

Resignation Wizard

Finding and Updating Appointees

Adding and Editing Appointments

Create a New Security in GEMS

Amend the Authorized Capital

A quick introduction to the categories of share-related transactions.

Types of Share-Related Transactions

A guide on how to add share transactions to an entity in GEMS.

Update Stockholder/Shareholder Balance from the Snapshot Panel

A guide on decreasing the issued share capital of an entity.

Decreasing Share Capital

A guide on how to transfer/change capital from one holder to another in GEMS.

Transferring Share Capital

A guide on exchanging one security for another in GEMS e.g. conversions, renominalisations etc.

Exchanging One Security for Another

A guide on how to edit existing share transactions on an entity in GEMS.

Edit Security Transactions

A guide to adjusting the amount paid on shares/stocks

Changes to Amount Paid for Shares

A guide to changing the beneficial owner for a share transaction.

Changes to Beneficial Ownership of Shares

How to report share premiums- Securities Management. Managing capital ownership

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)

Including how to update stock and share certificates

Parent Interest Held

A guide to recording Joint Shareholders in GEMS.

Record Joint Shareholders in GEMS

Guides on recording ownership via capital and non-capital means.

Ownership

Change a Person Entity Name

Articles describing how to update Person entities

Update Person Details

Qualifications / Registrations & Licenses

Foreign Qualifications /Registrations

Adding DBA Details to a Business Entity

How to Record Legal Entity Identifiers

Information on updating foreign qualifications, registrations, licenses, and DBAs

Foreign Qualifications, Registrations, Licenses, and DBAs

How to Assign Internal Contacts Using the Internal Contacts Wizard

How to Replace Users in Internal Contact Types Using the Search and Replace Wizard

Limit Search and Replace Functionality for Edit Users (Admin Only)

Internal Contacts

A step-by-step guide to both adding and removing Red Flag Issues

How to Add and Remove Red Flag Issues for Entities

Red Flag Issues

How to add and update bank information for a Business Entity/Company

Add or Update Bank Details of a Business Entity

Guides to updating banking information for Business Entities

Banks and Bank Accounts

Adding and Managing Branches & Locations

Articles about adding branches and locations to Business Entity records

Branches and Locations

The Documents Hub

Add Documents

Configure Document Types and Categories

A guide to ensuring Documents are only visible for certain users by using User Roles' Access Levels feature

How to Restrict Access to Documents (Admin Only)

Find, Download, and Modify Documents

Document Management

What is a Wizard

Make updates to many entities at once with GEMS Wizards

Bulk Update with GEMS Wizards

In this video contract management is explored, including how to track and record contract data.

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)

Guides on how to manage the Contracts Module in GEMS

Contracts Administration (Admin Only)

Setting Up DocuSign (Admin Only)

Contract Management

Guides on Data Validation Workflows in GEMS

Approvals, Verifications, and Attestations

GEMS Approvals –Introduction

Awaiting Approval Tile

Email Notifications for Approvers

Create a Change Request

Create a Change Request for ‘Add New Entity’

Email alerts for modification, rejection or full approval of a change request

Email Configuration Settings for Approvers and Submitters

Rejected Change Requests

Editing Submitted Changes Sent to Approver

Pausing a Change Request

Managing Change Requests

In this video how to use approvals, verifications and attestations in GEMS is explored.

Video - Data Validation Approvals, Verifications, Attestations

Assigning Approver 'Change Control' Responsibilities (Admin Only)

Email Templates (Admin Only)

Configuring an Approvals Workflow for Existing Business Entities (Admin Only)

Configuring an Approvals Workflow for Specific New Business Entities (Admin Only)

Configuring an Approvals Workflow for New Business Entities (Admin Only)

Enabling the Approvals Module (Admin Only)

Approvals Workflow Summary Screen (Admin Only)

Configuring an Approvals Workflow (Admin Only)

Saving a Workflow before Activation (Admin Only)

Apply a Workflow to Specific Existing Business Entities (Admin Only)

A step-by-step guide to assigning Approver status to a GEMS account

How to Make a GEMS User an Approver

Approvals

Introduction to the Features of Verifications/Audits

A summary of the audit process using the Verifications Module

The Audit Process

Assigning Audit Responsibilities (Audit Manager)

Creating an Audit (Audit Manager)

Cloning an Audit (Audit Manager)

Editing an Audit (Audit Manager)

Deleting an Audit (Audit Manager)

Viewing the Details of a Verification Phase (Audit Manager)

Overseeing the Progress of the Audit (Audit Manager)

Viewing Audit-Related Snapshots for a Legal Entity (Updaters/Verifiers)

Viewing the Status of Legal Entities in an Audit (Updaters/Verifiers)

Marking a Legal Entity "Ready for Verification" (Updaters)

Approving/Rejecting a Legal Entity That Is "Ready for Verification"

Viewing Verification History (Audit Manager)

Configuring Verification Preferences (Admin Only)

Verification Searches

Verification for Archived/Non-Current Entities

Verifications/Audits

Introduction to GEMS SuperAdmin

SuperAdmin Templates

Edit Data with SuperAdmin

Upload Director ID's in Bulk using SuperAdmin as per the  Economic Crime and Corporate Transparency Act 2023 (ECCTA)

Bulk Upload Director ID's Using SuperAdmin

Guides on using Super Admin to complete Bulk Actions in GEMS.

SuperAdmin

Create a custom design with text, images, and links

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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