Entity ManagementDocumentationGet answers to your questions about features in Lextree for Entity Management.
Entities Overview
The Entities tab is the starting place for working with legal entities. It is your corporate registry.
Tuesday Mar 19, 2024Quick Start Admin Setup
Learn how to setup Lextree quickly for you and your team. Add users, customize Lextree, and add your first entity.
Tuesday Mar 19, 2024Getting Started
Learn how to start using Lextree to manage your legal entities in minutes.
Monday Apr 15, 2024Create User Accounts
Lextree allows unlimited users. Here is how to add users to your organization’s account.
Tuesday Mar 19, 2024Account Settings for Entity Management
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen). In addition to your name and email address, you may find some or all the following account settings.
Monday Apr 15, 2024Add & Update Alerts
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records.
Tuesday Mar 19, 2024Add & Update Documents
Lextree allows you to manage legal entity documents in a flexible way. You can upload or link to document. You can also categorize documents in a way that suits you.
Tuesday Mar 19, 2024Add & Update Ownership
When there are changes to ownership, you can update existing records if that is more accurate than creating a new ownership record.
Monday Apr 15, 2024Add & 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.
Tuesday Mar 19, 2024Add & Update Requirements
Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.
Monday Apr 15, 2024Add an Entity
Lextree supports any type of entity in any jurisdiction. Adding a new entity is easy.
Tuesday Mar 19, 2024Alerts
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records. Editor or Reader users may view alerts in Lextree at View > Alerts (or on the Alerts tab of any entity record).
Monday Apr 15, 2024Assign Tasks
You can assign tasks to more than one user and impose conditions on the completing tasks.
Tuesday Mar 19, 2024Cancel Tasks
The user who created a task may cancel that task. Here is how to cancel a task.
Tuesday Mar 19, 2024Complete Tasks
Completing tasks allows users to upload final documents and make comments before saving changes.
Tuesday Mar 19, 2024Configuration
Admin users may add and edit selection options for certain multiple choice fields at Settings > Lookups (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).
Monday Apr 15, 2024Custom Fields
Admin users may add and edit custom fields for entity records in Settings.
Tuesday Mar 19, 2024Dashboard Overview
The Lextree Dashboard displays current actionable information about your legal entities.
Tuesday Mar 19, 2024Document Collections
Admin users may add and edit folders for documents at Settings > Lookups, Folders, & Fields > Folders.
Monday Apr 15, 2024Documents
Editor users may view and update document records via the related entity record page or at View > Documents (Reader users have view-only access). You may search for records via the search bar.
Tuesday Mar 19, 2024Entity Charts
Entity charts enable users to view charts displaying the ownership connections for the selected entity including all parents and subsidiaries.
Monday Apr 15, 2024Groups
Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.
Tuesday Mar 19, 2024How to save a report
Lextree allows you to save reports about your legal entities, officers and directors, and compliance obligations.
Tuesday Mar 19, 2024How to Use Saved Reports
Learn how to access your saved entity management, officer and director, or compliance reports within Lextree. Your saved reports are close at hand. Saved reports are personal to your account. They are not shared. Any changes you make will not affect any other users.
Tuesday Mar 19, 2024Jurisdiction Report
You can generate a compliance filing report for all jurisdictions in which a legal entity does business.
Tuesday Mar 19, 2024Ownership Count Report
Lextree provides an Ownership Count Report. The report shows the number of parents and subsidiaries for each legal entity.
Tuesday Mar 19, 2024People & Organizations
People & Organizations enable users to track directors, officers, registered agents, and other contacts related to each entity.
Tuesday Mar 19, 2024Recipients
Users may create non-user recipient records when setting up email alerts for entities and related records.
Tuesday Mar 19, 2024Recurring Tasks
Recurring tasks in Lextree help you stay on top of compliance obligations for any jurisdiction.
Tuesday Mar 19, 2024Reports overview
Users may view, export or print reports by selecting one of the options from the Reports menu. There are various report options in each of the report categories shown in the Reports menu - these options can be accessed by clicking the tab buttons on each of the report category pages.
Monday Apr 15, 2024Requirements
Requirements enable users to track obligations related to each entity such as annual reports. Editor users may view and update requirement records.
Tuesday Mar 19, 2024Reset Password; Update Users
Users can reset their own passwords on the login screen by clicking the forgot? link next to the password field. In addition, Admin users can reset user passwords at Settings > Users & Groups on the Users tab.
Tuesday Mar 19, 2024Task Comments
Tasks are more than a checklist of to-do items. Everyone involved in a task may collaboration by adding comments and documents.
Monday Apr 15, 2024Tasks
Tasks may be assigned to Editor or Reader users. Users will receive an email notification when a task is assigned.
Monday Apr 15, 2024Trash
Deleted entity and related records are moved to the Trash for 90 days before permanent removal (unless they are manually removed before then). Admin users can restore or permanently delete these records.
Monday Apr 15, 2024Update Account Information
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen).
Monday Apr 15, 2024Update Email Preferences
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen).
Monday Apr 15, 2024Update Password
You can review and update your password in the My Account area. Just click on your account link.
Tuesday Mar 19, 2024User Roles
Control what your users can do in Lextree by setting User Roles. Options include Admin, Editor, and Reader.
Monday Apr 15, 2024Users & Groups
Admin users may review, add and update user accounts at Settings > Users & Groups on the Users tab. You can search for users via the search bar. Click Add to create a new user account. Click on a user’s name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.
Tuesday Mar 19, 2024View & Update Entity
Editor and Reader users may view entity records by going to Entities and clicking on an entity’s Legal Name link. You may view related record details on each of the tabs below the entity summary information (tabs may include Documents, Requirements, Ownership, People, Alerts, Tasks, and Notes).
Tuesday Mar 19, 2024
Get answers to your questions about features in Lextree for Entity Management.
Entities Overview
The Entities tab is the starting place for working with legal entities. It is your corporate registry.
Tuesday Mar 19, 2024Quick Start Admin Setup
Learn how to setup Lextree quickly for you and your team. Add users, customize Lextree, and add your first entity.
Tuesday Mar 19, 2024Getting Started
Learn how to start using Lextree to manage your legal entities in minutes.
Monday Apr 15, 2024Create User Accounts
Lextree allows unlimited users. Here is how to add users to your organization’s account.
Tuesday Mar 19, 2024Account Settings for Entity Management
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen). In addition to your name and email address, you may find some or all the following account settings.
Monday Apr 15, 2024Add & Update Alerts
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records.
Tuesday Mar 19, 2024Add & Update Documents
Lextree allows you to manage legal entity documents in a flexible way. You can upload or link to document. You can also categorize documents in a way that suits you.
Tuesday Mar 19, 2024Add & Update Ownership
When there are changes to ownership, you can update existing records if that is more accurate than creating a new ownership record.
Monday Apr 15, 2024Add & 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.
Tuesday Mar 19, 2024Add & Update Requirements
Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.
Monday Apr 15, 2024Add an Entity
Lextree supports any type of entity in any jurisdiction. Adding a new entity is easy.
Tuesday Mar 19, 2024Alerts
Alert emails are sent based on user selections made when adding or editing entity document, requirement, or contact records. Editor or Reader users may view alerts in Lextree at View > Alerts (or on the Alerts tab of any entity record).
Monday Apr 15, 2024Assign Tasks
You can assign tasks to more than one user and impose conditions on the completing tasks.
Tuesday Mar 19, 2024Cancel Tasks
The user who created a task may cancel that task. Here is how to cancel a task.
Tuesday Mar 19, 2024Complete Tasks
Completing tasks allows users to upload final documents and make comments before saving changes.
Tuesday Mar 19, 2024Configuration
Admin users may add and edit selection options for certain multiple choice fields at Settings > Lookups (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).
Monday Apr 15, 2024Custom Fields
Admin users may add and edit custom fields for entity records in Settings.
Tuesday Mar 19, 2024Dashboard Overview
The Lextree Dashboard displays current actionable information about your legal entities.
Tuesday Mar 19, 2024Document Collections
Admin users may add and edit folders for documents at Settings > Lookups, Folders, & Fields > Folders.
Monday Apr 15, 2024Documents
Editor users may view and update document records via the related entity record page or at View > Documents (Reader users have view-only access). You may search for records via the search bar.
Tuesday Mar 19, 2024Entity Charts
Entity charts enable users to view charts displaying the ownership connections for the selected entity including all parents and subsidiaries.
Monday Apr 15, 2024Groups
Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.
Tuesday Mar 19, 2024How to save a report
Lextree allows you to save reports about your legal entities, officers and directors, and compliance obligations.
Tuesday Mar 19, 2024How to Use Saved Reports
Learn how to access your saved entity management, officer and director, or compliance reports within Lextree. Your saved reports are close at hand. Saved reports are personal to your account. They are not shared. Any changes you make will not affect any other users.
Tuesday Mar 19, 2024Jurisdiction Report
You can generate a compliance filing report for all jurisdictions in which a legal entity does business.
Tuesday Mar 19, 2024Ownership Count Report
Lextree provides an Ownership Count Report. The report shows the number of parents and subsidiaries for each legal entity.
Tuesday Mar 19, 2024People & Organizations
People & Organizations enable users to track directors, officers, registered agents, and other contacts related to each entity.
Tuesday Mar 19, 2024Recipients
Users may create non-user recipient records when setting up email alerts for entities and related records.
Tuesday Mar 19, 2024Recurring Tasks
Recurring tasks in Lextree help you stay on top of compliance obligations for any jurisdiction.
Tuesday Mar 19, 2024Reports overview
Users may view, export or print reports by selecting one of the options from the Reports menu. There are various report options in each of the report categories shown in the Reports menu - these options can be accessed by clicking the tab buttons on each of the report category pages.
Monday Apr 15, 2024Requirements
Requirements enable users to track obligations related to each entity such as annual reports. Editor users may view and update requirement records.
Tuesday Mar 19, 2024Reset Password; Update Users
Users can reset their own passwords on the login screen by clicking the forgot? link next to the password field. In addition, Admin users can reset user passwords at Settings > Users & Groups on the Users tab.
Tuesday Mar 19, 2024Task Comments
Tasks are more than a checklist of to-do items. Everyone involved in a task may collaboration by adding comments and documents.
Monday Apr 15, 2024Tasks
Tasks may be assigned to Editor or Reader users. Users will receive an email notification when a task is assigned.
Monday Apr 15, 2024Trash
Deleted entity and related records are moved to the Trash for 90 days before permanent removal (unless they are manually removed before then). Admin users can restore or permanently delete these records.
Monday Apr 15, 2024Update Account Information
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen).
Monday Apr 15, 2024Update Email Preferences
You can review and update your account settings by clicking on the My Account link (just below the menu bar on the right-hand side of your screen).
Monday Apr 15, 2024Update Password
You can review and update your password in the My Account area. Just click on your account link.
Tuesday Mar 19, 2024User Roles
Control what your users can do in Lextree by setting User Roles. Options include Admin, Editor, and Reader.
Monday Apr 15, 2024Users & Groups
Admin users may review, add and update user accounts at Settings > Users & Groups on the Users tab. You can search for users via the search bar. Click Add to create a new user account. Click on a user’s name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.
Tuesday Mar 19, 2024View & Update Entity
Editor and Reader users may view entity records by going to Entities and clicking on an entity’s Legal Name link. You may view related record details on each of the tabs below the entity summary information (tabs may include Documents, Requirements, Ownership, People, Alerts, Tasks, and Notes).
Tuesday Mar 19, 2024