Tutorials

Resources for Editors

The ‘Resources’ form highlights attorneys, accountants, banks, brokerages, realtors, and resident agents used by the business entities on the ‘Company Profile’.



 

Opening Resources

‘Resources’ can be opened from the ‘Navigation’ bar on the left side of the webpage.


 

Overview

To view a resource for a company, for example, the attorney for Alexandra’s Jewelry, select the name of the company on the right side of the form and then select ‘Attorney’ in the ‘View Resource Categories’ list. The name of the attorney that represents the selected company will appear in the ‘View All Resources’ list and information for the attorney will appear on the left side of the form.

Accessing information for a resident agent (RA) differs slightly from other resources. A company’s RA is different in each state, province, or territory (referred to here as ‘states’ for brevity) that the company is doing business in. The RA, by definition, must reside in the state where the company is doing business.

Select a company name on the right side of the form and then select ‘Resident Agent’ from the ‘View Resource Categories’ list. Only the names of states with an RA for the selected company will appear in the list of states. Select the name of a state and the name of the RA in that state will be selected in the ‘View All Resources’ navigation list. Information for the RA will appear on the form.


 

New, Delete, Save, and Navigation Buttons

These buttons are located near the top of the ‘Resources’ form (see above). The navigation buttons skip to the first, prior, next, and last resource in the ‘View All Resources’ list.

Create New Resource Record: Select the name of the company and then select a type of resource from the ‘View Resource Categories’ list. Textboxes will be disabled if the name of a resource has not been linked to the selected company. There are several ways to link a resource to the selected company.

First, if data for a resource has not been entered, like an attorney, a new record needs to be created. To create an attorney record, select the company name and the ‘Attorney’ category and then press the ‘New’ button . Textboxes on the form will become enabled and data can be entered.

Textboxes with labels followed by a red asterisk are required. Press the ‘Save’ button to commit changes to the database. When the ‘Save’ button is pressed, the name of the attorney will be added to the ‘View All Resources’ list and the attorney’s name will be selected. Whenever the company’s name and the resource category ‘Attorney’ are selected, the name of the company’s attorney will appear in the ‘View All Resources’ list and the new attorney record will appear on the form.

Second, if the attorney’s record has been entered, but is not linked to the company record, select the company name and the resource category. Then select the name of the resource from the ‘Insert Attorney from Database’ pull-down list at the top left of the form (see below). Press the ‘Save’ button and the name of the attorney will be added to the ‘View All Resources’ list. It will remain selected indicating this is the attorney for the selected company.

Assigning an RA record to a company is slightly different, because a company has a different RA for each state the company does business in.

If an RA record needs to be entered, select the company name and the ‘Resident Agent’ category and then press the ‘New’ button . Enter the RA’s data and press the ‘Save’ button . The name of the RA will appear in the ‘View All Resources’ list. The state where the RA is located will appear in the ‘State, Province, or Territory’ list and the name of the RA will be selected in the ‘View All Resources’ list.

If data has already been entered for the RA, select the company name and the ‘Resident Agent’ category. Then use the ‘Insert Resident Agent from Database’ pull-down list to select the name of the RA. Press the ‘Save’ button to commit changes to the database.


Delete Resource Record: To delete a record, press the ‘Delete’ button and the link between the selected company and the selected resource will be removed. If no other companies are linked to the record, the resource record will be deleted.


Save Resource Records
Press the ‘Save’ button and all unsaved changes will be saved to the online database. Save data before moving to a different company record, to a different resource record, and prior to leaving the form. It’s a good habit to frequently press the ‘Save’ button. A security feature logs out when the mouse button has not been pressed for 30 minutes. If data is not saved prior to the logout, it will be lost.


 

Report Menu


Three reports can be accessed from the Reports menu. The reports listed in the menu depend on the resource category selected in the ‘View Resource Categories’ list. This menu (see below) appears when the ‘Attorney’ category is selected.

Reports – Profile for Selected Attorney

Reports – Attorneys by Company

Reports – Companies by Attorney

This menu (see below) appears when ‘Resident Agent’ is selected in the ‘View Resource Categories’ list. The reports that are created are different from reports for other resources, because there are multiple RAs representing one company when the company is doing business in multiple states, provinces, or territories.

Reports – Profile for Selected Resident Agent

Reports – Resident Agent by Company

Reports – Companies by Resident Agent