Documents & data related to Entities

With centralized entities on Formality, no more back-and-forth between folders, shared files and emails: everything is grouped in one place.

See everything at a glance

Go to the Internal Entities tab to view:

• 📂 Corporate documents : articles of incorporation, Kbis, minutes, powers of attorney… everything that legally defines your entity

• 📑 Linked contracts : every agreement signed by the entity with a customer, a supplier or a lessor appears directly on its record

• 🗺 Capitalization map : visualize in a few clicks who owns whom, and how your subsidiaries and parent companies are connected

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Create your Agreement views by Entity

Need to prepare an audit or track annual deadlines for a particular entity or region? 👉 Create a view filtered by entity to display all documents for a given subsidiary.

Save the view if you need to reuse it: a real time saver for daily work!

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The Assistant at your service

Stop wasting time searching manually: ask your questions directly to the Assistant. Examples:

• "Give me the latest Kbis for the company Nova Holding"

• "What are the contracts of Entity Alpha with supplier Beta?"

• "List the subsidiaries of GreenPark SAS"

The Assistant returns the correct info or the link to the most up-to-date document

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Tips

✨ Upload corporate documents as soon as you receive them to keep your database up to date ✨ Always link your contracts to the signing entity: it prevents gaps in the records ✨ Use the map to prepare your executive committees or investor presentations