Add a company formation project to a company

  1. In Onvio Centre, go to Setup > Clients.
  2. Select Edit to the left of the company's name.
  3. Select the Projects tab on the left.
  4. Select Add > Project.
  5. Choose Company Formation from the Project Template drop-down list.
  6. Choose Company Formation from the Application drop-down list.
  7. Choose Started from the Status drop-down list.
  8. Enter a Due Date for completion of the company formation project.
  9. You can choose the name of the staff member with primary responsibility for carrying out the work on this porject from the Primary drop-down list.
  10. You can choose another member of staff from the Secondary drop-down list if there is someone who will continue the work when the primary staff member is unavailable.
  11. You can choose a senior member of staff from the Reviewer drop-down list to act as the person with overall supervision of the project.
  12. If you select Switch to Advanced Mode, the following additional optional fields are displayed.
    • Project Number: to enter a number that your firm can use to identify the project.
    • Extension: for extending the due dates of this project.
    • Document Storage: to choose between the default newly created folder for documents generated by this project or to name a predefined folder in Onvio Documents for storage.
  13. Select Save.

Next step

 Complete a company formation project.

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