Add and Update Requirements

Add & Update Requirements

Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.

Editor users may create new or edit existing requirement 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 "Requirements" tab below the entity summary information, or click on an existing requirement summary.
  3. You may setup email alerts for the requirement 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 requirement record.
Berkman Solutions
Legal technology for business entities, contracts, risk and compliance.

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