- Go to Entity > People
- Find button Add People and click it
- A pop up modal will appear. You will see two tabs; People & Designation
- In People tab, start typing in the field to search for the people you want to add as Secretary
- Select the person.
- Then select the Residential Address and Service Address of this person that you want to associate with this entity. If you don't see any address in the dropdown list, it means this person's address information is not entered at People page
- Move to Designation tab
- Choose Secretary from the dropdown list
- Enter the License/Membership Number
- Enter Practicing Certificate Number
- Enter the Declaration Date (for filling in the Section 201 form)
- Enter the Appointment Date
- Enter Notes (optional)
- Hit Add People
How to Add Secretary? Print
Created by: Admin Officio
Modified on: Mon, 17 Jan, 2022 at 2:04 AM
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