How many companies do you want to track?


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Introduction
License
Register & Purchase
Tutorial
Step 1 - Enter Initial Data
Companies
People
Companies that are Owners
Step 2 - Maintain The Database
Corporate Calendar
Director Meetings
Dividends
Officers, Directors, Shareholders
Professional Resources
Shareholder Meetings
Stock Register
Import External Data
Step 3 - Create Documents
Select A Template
Answer Questions
Modify in Word Processor
Saved Documents
Reports & Labels
To-Do List
User's Guide
Corporate Profile
Personnel
Shareholder Companies
Officers and Directors
Director Meetings
Stockholder Meetings
Stock Register
Enter Transactions
Stock Transfer Ledger
Shareholders
Stock Types
Professional Resources
Resident Agent
Attorney
Accountant
Realtor
Banker
Broker
More Resources
Create Documents
Resolutions
Questions
Saved Resolutions
Corporate Calendar
Automated To-Do List
Word Processor
Word Processor
Text Ruler
Word Processor Toolbar
Text Formating Toolbar
Toolbars
Navigation Toolbar
Standard Toolbar
Word Processor Toolbar
Text Formating Toolbar
Reports & Labels
Application Limitations & File Descriptions
Corporate Law Links
Internet Tutorial Movies
Mininimum System Requirements
  Description

The application creates and maintains documents required to conduct business as a legitimate corporation or LLC.  It can be used for a single company, a business service provider generating documentation for an unlimited number of businesses, or anything in between.  Documents include, but are not limited to, shareholder and director meeting minutes and resolutions documenting decisions governing the actions of officers.

Purpose:
Documentation can be time consuming and difficult.  The purpose of this software is to:


1.) reduce the amount of time needed,

2.) simplify the creation process,

3.) provide quality documentation,

4.) provide an electronic stock register, and

5.) make an otherwise tedious task, somewhat enjoyable.

Where to Start

This Help file provides detailed instructions on setting up and maintaining the database and creating documents.  Start by reading the disclaimer.  Then do the tutorial that follows.  The tutorial will lead you through the entire process of creating and maintaining documents.  An automated to-do list for the 'Initial Setup' is provided in the 'To Do List' under 'Tools and Help' on the Navigation Toolbar.

Screen vs. Form vs. Page

For the purpose of clarity, the terms screen, form, and page appear throughout the Help file so it's important to understand the differences.  A screen consists of the entire monitor screen. 


A form is the smaller window within the screen.  It is possible to have many forms open at one time.
 


A page is a folder with tabs at the top.  The exceptions are the forms with company tabs at the top like the form above.  Although they appear to have tabs for pages, and they are called tabs throughout the Help file, the company tabs are only buttons that filter data for the selected company.  The company tabs change data only for the selected form.  Forms with folders, on the other hand, like the Stock Transaction form below actually change the page and the appearance of the page each time one of the form's tabs is pressed.




Multiple Forms

Because multiple forms can be opened at one time, different pages can be opened for one company on different forms at the same time. 

It is important to keep in mind that moving between open forms will not necessarily update changed data on each form.  Data must first be saved on the form the changes were made before they will be realized on other forms.

Different companies, different people, etc. can be opened on the same form multiple times.

Using multiple forms can make moving or comparing data easier.