Corporate Registry

Entity Management

Updated: March 19, 2024

The corporate registry is available on the Entities tab. Only entities allowed by the logged in user’s permissions are displayed in the registry. Admin users can change permissions for users in Settings > Users & Groups > Users.

You can sort the registry by selecting any column heading. Selecting the heading will sort the list on the column in the opposite direction. By default, entities are stored by the most recently updated entity first.

Using the Search field allows you to search all the metadata about each entity record. The entity record includes all the documents, requirements, and ownership information about the entity.

To show or hide columns in the registry select the Columns button. Columns that are checked will display in the list.

The Add Filter button allows Users to create structured searches of the registry.

Users with the Editor role will see an + Add button.

The + Add button displays the Lextree Add Entity pages to create a new Entity record.

To view the details about an Entity, select the Legal Name (as a link in the first column). The link will display the Entity details pages for that Entity record.