Manage Entity Data in GEMS
How to update data in GEMS e.g., Appointments, Ownership, Banking, etc.
119 articles
- 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)
- Parent Interest Held
- Record Joint Shareholders in GEMS
- Review Capital Ownership Screens
- 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)