How many companies do you want to track?


Software Tutorials

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.

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