Documents

Every guide that uses Documents, whatever the work.

• Ownership and structureExport a structure chartDownload the group structure as an image, a PDF or a Word document, with a certified extract signature box when one is needed.
• Ownership and structureIssue a share certificateIssue a numbered share certificate over a holding, dated the day the holder became entitled to it.
• Ownership and structureProduce the register of membersRead a company's register of members on any date and generate it as a PDF or Word document.
• Ownership and structureTransfer shares between membersTake a share transfer from the signed stock transfer form to the register, with pre-emption, board approval and stamp duty recorded on the way.
• Ownership and structureDeclare a dividendWork out each member's dividend from the register at the record date, confirm profits are available, and finalise it.
• GovernanceProduce a directors or PSC listingGenerate a dated listing of a company's directors or people with significant control for a board pack or an auditor.
• GovernanceRecord a board meetingMark a meeting as held with who attended, then draw up or upload the minutes and approve them.
• GovernanceRecord a resolutionAdd a board, shareholder, written or committee resolution to the company's register, with its signed copy.
• GovernanceKeep the minute bookSee what is missing from a company's statutory books, file the documents that belong there, and produce the binder.
• CompliancePrepare the documents for a taskDraw up the board resolution, consent and other paperwork a task needs from your templates, or upload copies signed elsewhere.
• WorkflowsAct on a letter emailed inA workflow that has IQ read each document emailed in and, when it sets a deadline, gives you a task to answer it.
• DocumentsUpload documents to an entityPut a company's certificates, agreements and minutes on its own Documents page, in the folder they belong in.
• DocumentsOrganise documents in foldersAdd folders to an entity's Documents page, move files and folders between them, and act on several files at once.
• DocumentsFind a documentFind a document by its company, its folder or its tag, across one entity, a group or the whole organisation.
• DocumentsRestrict who can open a documentMark a document Confidential or Restricted so only the people cleared for it can open it, and correct its name and date.
• DocumentsUpload a new version of a documentReplace a document with its latest version while keeping every earlier one, and restore an earlier version if needed.
• DocumentsShare a document with another entityRelate one document to the other companies and people it concerns, so it shows on each of their Documents pages.
• DocumentsLet IQ read your documentsUpload documents to the Document Inbox so IQ reads each one, suggests where to save it and proposes the register entries it supports.
• DocumentsReview IQ's suggested changesCheck each register entry IQ proposes from a document against the document itself, correct it where needed, and accept or reject it.
• DocumentsSave a document under an entityGive every document uploaded to the Document Inbox a home under the right entity and folder, so none is left loose.
• DocumentsGenerate a document from a templateProduce a resolution, certificate or letter for an entity from a template, filled in from its records and saved to its documents.
• DocumentsSet up a data roomPut the documents a buyer, lender or auditor needs in one data room, and invite the people who need to read them.
• DocumentsGive an adviser access to a data roomInvite someone outside your organisation into one data room at the right access level, see what they have opened, and end their access.
• IQ and insightsExport an IQ conversationSave a chat with IQ as a Word document or PDF, and file the transcript under an entity.
• IQ and insightsAsk IQ about a documentHave IQ read a whole document, attached or already saved, and answer from it with the clause and page it relied on.
• IQ and insightsRecord the changes in signed minutes with IQGive IQ the signed minutes, approve each register change it proposes from them, and file the minutes under the company.
• IQ and insightsDraft a document with IQHave IQ write a Word document, PDF, spreadsheet or slide deck from your records, then review, download and file it.
• IntegrationsSync documents with SharePointConnect your Microsoft 365 tenant and keep each entity's SharePoint folder and its documents in IQ Entities in step.
• IntegrationsForward documents by emailSend board papers, registry receipts and signed copies to your organisation's own address, and find them in the Document Inbox.
• AdministrationAdd your own document templateUpload your organisation's own Word precedent as a template, so documents generated from the register come out in your house style.
• AdministrationName and file documents automaticallySet the naming convention IQ applies to analysed documents, and the folders every new entity is given.
• AdministrationSet up the minute bookRename, hide or add minute book sections so every company's statutory books follow your organisation's layout.
• AdministrationLet IQ apply what it readsChoose which kinds of proposal IQ may write to the register without a reviewer, and how confident it has to be.