Welcome to the Emergent Corporate Manager Knowledge Centre. The Sections below are divided into related topics to help you navigate and use Corporate Manager ET. Click on any Section Heading to reach the webpage with the YouTube playlist and links to the individual videos and detailed Tip Sheets that cover information that may not have been discussed in the video.
After viewing the videos for the first time in order, they can be reviewed at any time as needed. If you need further help, please call 647-776-1430 to reach our Trainers directly.
Complete Corporate Manager User Guide V15
One Page Reference Guide
1. Getting Started - Opening, Navigating, Lists and Contact Card
This set of videos shows how to open Corporate Manager ET and navigate the Tabs in a Record; Program Start Options; the Contact Card and how to enter data properly in a Contact Card to ensure accuracy of the information in Corporate Manager and in documents; as well as using the various Lists.
2. Next Steps - Data Entry, New Record, Significant Control, Assets, etc.
Starting with how to Add a new Corporate Record, the videos continue with Corporate Records, Assets and Liabilities, Timekeepers, Dividends and Bonuses, Historical Minute Books, Groups, Tasks, all intended to keep your Records up-to-date and accurate.
3. Documents - Generating, Linking, and Customizing
We look at Generating Documents, Document Links, Annual Resolutions and how to customize an existing document template, as well as creating custom packages.
4. After the Organization - Going Forward with Common Tasks
Name Changes, Share Transactions, and changes to Directors and Officers are quick and easy using the Common Tasks as shown in these videos.
5. Amalgamations, Rollovers, and Partnerships
How to do an amalgamation of two or more companies, enter a new Partnership Record, Assets for Share/Promissory Note Rollover, Shares for Shares/Promissory Note Rollover and how to reverse a Rollover are all shown in this set of videos.
6. Virtual Minute Book - Uploading Documents, Viewing, and Syncing from Corporate Manager
Whether uploading documents directly into the Virtual Minute Book or Syncing through Corporate Manager, it's easy to keep a Minute Book current and share with internal staff or outside clients.
7. Advanced Administration (Tech) Guide
This area is for the advanced Users of Corporate Manager. Topics include Accessing the Help Centre and Template Submission Requirements; How to Add a New User; Add Items to Data Maintenance Table; Customizing Documents; etc.