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| Q | What version of CorpLink am I using? |
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| A | The version number of CorpLink is located in the upper right-hand corner of the login window. If you are already logged in the program, use the Help menu at the top of the screen. Go into About to find the version number of CorpLink and 4D. Also, you can access the User Manual and the Submit a Bug form from this section. |
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| Q | What changes have been made in the new version of CorpLink? |
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| A | A complete discussion of all changes made for new CorpLink versions are contained in the CorpLink Release Notes. Please go to the Downloads, Manuals section to obtain a copy of the CorpLink Release Notes. |
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| Q | Can I filter my list of corporations by jurisdiction? |
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| A | In the Corporation tab, use the Search for radio buttons to filter the list of corporations (Jurisdiction is an available search criteria). Then use the “Begins with” field to enter the value of the search criteria (ex. Ontario or “Ont”). Click Ok to obtain the filtered list. |
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| Q | I need to update a registered office address that applies to several corporations? |
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| A | In the Admin, Preferences, Custom section, insert a check mark for the box to enable automatic change of registered office.
Go into the status screen for a corporate record and change the address. Click OK and a list of corporations using the former registered office address will appear. Select the corporations that should have the updated address apply in their record and click OK. Click OK again to confirm. If the address change applies only to one corporation, click Cancel. |
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| Q | I can’t remove either the Client name or Group name in the Corp Info Tab? |
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| A | To clear these fields, hold the Shift key and click either Client or Group. A window will appear to confirm that you would like to remove the link, click OK and the field will be blank. |
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| Q | I can’t remove either the Accountant name or Group name in the Financials screen? |
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| A | To clear this field, hold the Shift key and click the Accountant link. A window will appear to confirm that you would like to remove the link, click OK and the field will be blank. |
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| Q | How do I add the field names to the blank fields in the Corporations, Entity, Trademark and Tax sections? |
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| A | In the Admin, Preferences, Modules section, the blank fields for you to name are in the Corporation, Entity, Trademark and Tax User Defined sections. Enter the name of the field inside the field. |
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| Q | In the Related Corps Tab, I’m not able to create an Organizational Chart? |
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| A | To create the organizational chart, you will need to have a program called Org Plus. |
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| Q | How do I change “Wallet #”? |
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| A | To change the “Wallet #” field name, go into the Admin, Preferences, Custom section. In the “Wallet name” field, enter the new name of the field. Click Ok and then, while still in the Admin section, go into Profiles. Locate “Wallet No.” under Original column and double-click on it. Enter the new name of the field either the Primary or Secondary field. Click Ok, and Ok again to return to the Admin tab. Go into Users and double-click on your user name. In the profiles section, select either primary or secondary to apply the new field name. You will need to close and re-open CorpLink. Documents |
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| Q | How do I amend your templates? |
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| A | To amend the templates, go into the Admin, Documents section. Click once on the template to be amended and select the Blank button at the bottom of the screen. This will bring the template to your screen in either Word or WordPerfect. Use the Save As… feature and save the document to your system. If you will be replacing the original template, keep the same name otherwise, save it with a new name.
Make any amendments to the template, save and then close the document. If the original template is going to be replaced, click once on the original template and select Delete. Once it has been deleted, select the Import button. Locate the amended template and complete the Group and Area fields. Click Update and then OK to import the amended template. |
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| Q | What are the Group and Area fields? |
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| A | In the Docs/Forms section of CorpLink, the Documents are organized by folders (currently, by Jurisdiction). The names of these folders come from the Area field. Once you select a folder, another grouping of documents appear (ex. Annuals, Incorporation-Organization). The names of these sub-groups come from the Group field. Admin |
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| Q | How do I add to the lists that appear in the pop-up windows throughout CorpLink? |
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| A | In the Admin tab, go into Pick List. Double-click into the heading in which you would like to add information. Click the +Items link to add an entry to the list. Double-click an existing entry to edit or delete it. |
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| Q | How do I change the name of some of the fields? |
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| A | In the Admin tab, click the Profiles link. Locate and double-click the original field name. Type the field name you would like to appear in either the primary or secondary fields. Click OK, and OK again to return to the Admin tab. Go into Users and double-click on your user name. In the profiles section, select either primary or secondary to apply the new field name(s). You will need to close and re-open CorpLink. |
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