This article explains how clients can add and manage multiple types of addresses for entities.

Check the Entity Management: Adding and Managing Corporate Representatives article for more on how to add and manage Directors, Legal Representatives, Powers of Attorney (PoA), and Agents for Service

Adding Addresses

Clients can add the following address types:

• Registered address
• Billing address
• Mailing address

And a primary address can be set for each category for correspondence and mailing.

✅ Step 1 - Open the entity

From the home page, navigate to Organization Settings, and click View under the Entities card. Then, select the desired entity.

✅ Step 2 - Add the address

Click the Addresses tab, then select Add Address.

In this section, clients can view all the previously added addresses.

✅ Step 3 - Add the required information

Clients are required to provide the address details and upload a lease or service agreement.

Once an address has been added, clients can edit or deactivate it. However, addresses cannot be deactivated if they are set as registered or mailing addresses; they must first be replaced with another address before deactivation.

Additionally, clients can track all events related to an entity, such as address changes, through the Audit Trails section in the entity details.