In Officio, Company Secretaries will most likely be dealing with people. People can be the entity's Directors, Manager, or Member (ie the Shareholder). Sometimes the People could be a Body Corporate, not an individual.


So in Officio, you can add People through few options;

1. Add New People (you manually add people information)

2. Import People (bulk information via Excel Template)

3. Request Data (your client enter information from online form sent to them)


Follow these steps to create New People in Officio if you choose Option #1;

  1. Click Add People button and a modal will appear.
  2. You will see two tabs; Detail & Residential Address.
  3. Do fill up all the available fields.
  4. Then go to Address tab. You can add more than 1 address. In each address you can designate as Residential Address or Service Address or BOTH. You can also delete the address by clicking '-' at the top right hand corner of the address section.
  5. Once you finish filling in the fields, make sure you hit Submit button.
  6. You can also add your client photo after you create his profile in People.