How to create a company from the starting up process

1. Once an illustration has been created, follow Helpfile ‘How to make starter’.
2. Complete all mandatory details marked with a * .
3. Click ‘Save’.
4. You must repeat this for each tab, including KYC, Check List, Decisions, Referrals, Contract and Summary.
5. Once all tabs have been completed and saved, it will allow you to ‘Certify Complete’ at the bottom of the page.
6. Add any notes if required, then click ‘Certify’.
7. Select ‘Create Company’ and enter any additional details.
8. Click ‘Create’.