findesk

Part 2 in our Entity Creation series. Adding a Sole Trader or Individual to your Applications is a cinch. This tutorial will show you how.

How to create an Individual or Sole Trader Entity

Part 3 in our Entity creation series: Video tutorial on how to enter in a new Trust and add Trustees and other contacts.

How to create a Trust Entity

Part 4 in our Entity creation series: How to enter new partnership entities, add the partners and apply them to applications.

How to add new Partnership Entities

Part 1 in our Entity creation series. Entering a Company Entity and guarantors.

How to create a Company Entity

Editing entities can have flow on effects in findesk, so it's important to understand the process and effects of such editing.

Making changes to an Entity Tutorial

Tom McVeigh

Tutorials designed to teach you how to correctly input your customer's entity structures and ensure correct information is captured.

Entity Creation

Find answers and get help from Intercom Support and Community Experts

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