Add and Update People and Organizations

Add & Update People

Lextree allows you to assign people (or organizations) to different entities and serve in various capacities. You can update information about each person centrally.

Editor users may create new or edit existing director, officer, and other contact records related to an entity by doing the following:

  1. Go to "Entities" and click on the entity's "Legal Name" link to view the desired entity record.
  2. Click “Add” on the "People" tab below the entity summary information, or click on an existing name.
  3. You may setup email alerts for the record by clicking the "Send Alert?" checkbox and selecting the desired alert email timing, frequency, recipients, and message.
  4. Click "Submit" to create or edit the record.
Berkman Solutions
Legal technology for business entities, contracts, risk and compliance.

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