Branch Office Data Library

With the Branch Office data library, you can connect a branch office you created as a company or other entity in the system to its parent company to ensure that the branch is included in group structures when the relevant option is selected.

You also have the option to create the branch as a branch entity in which case the Branch Office data library is created automatically. Refer to Create a Branch or Registration in Jurisdiction entity record to learn more.

To connect a branch you created as a company or other entity to its parent, open the parent company record and go to Data Library. For more information on how to create a data library record refer to Create a new Data Library record.

Summary

In the Summary section, you can specify the type, the status and the owner of the record. Make sure Branch Office is selected as type.

Other Connected Entities

Use the wand next to the Other Connected Entities section to search for and select the branch you previously created in the system as a company or other entity.

When searching for the branch, make sure that the search is set to look for companies or branch offices if the branch offices was added as an other entity.

Branch/Place of Business

In this section, provide the relevant details about the branch, such as the country and region of the branch, the branch number, the date when the branch was opened and so on.

Attachments

Use the wand in the Attachments section to upload documents to the record, for example, statutory documents related to the creation of the branch.