Tutorial

Description

This is a step-by-step description of the process for:

1.) entering initial data,

2.) maintaining the database, and

3.) creating corporate documents.

Purpose

Many people prefer step-by-step instructions leading them through a new software program.  That is what this tutorial is intended to do.

View the Tutorials

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