Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Where can I find a copy of the Memorandum and Articles of Association for a company?
If you formed the Company using Inform Direct then these documents are automatically added to your Document Library.However if the company was formed elsewhere (or a long time ago) you can easily f...
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What Happens to Tags if the Company Name Changes?
It is not uncommon for a company to change its name.When Companies House approve the change of name Inform Direct will immediately use the new name. This includes updating the Company Name tags in ...
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How Do I Rename a File in the Document Library?
It is easy to change the name of any Document in the Document Library.1. Identify the document the name of which you want to change.2. Click on the pencil for the document to bring up the options. ...
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How do I Restrict Access to Specific Documents?
If you have sensitive documents that you wish to regulate access to then Inform Direct can accomodate this if you are a subscriber. This feature is not available to PAYG users. There are 3 levels o...
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What Documents Cannot be Added to the Document Library?
There are only a few restrictions on the type or size of file that can be added to the Document Library.1. The following file types are not supported:Compression (or Zipped files)Video files, Audio...
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How Can I Remove Documents from the Document Library?
It is easy to remove a document from the Document Library if needed. There are 3 different methods:1. Click on the red X symbol on the right-hand side. 2. Click on the yell...
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What Happens to Documents if a Company is Removed From a Portfolio?
When you Remove a company from your Portfolio Inform Direct will check the Document Library to see if any Documents have been 'tagged' to the Company you are about to remove. You can keep all, some...
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What Categories Can a Document be Tagged With?
The power of the Document Library is the simplicity with which documents can be added and the ease with which they can be retrieved.The retrieval process is greatly assisted if the document you are...
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How Do I Add or Change a Documents Tags?
Adding a tag to a document will help with searching for it in the future.Often, tags will be added by Inform Direct automatically. However if you need to add an additional tags or edit the existing...
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How Does a Document Get 'Tagged'?
If a Document is added to the Document Library automatically it will also be automatically 'tagged' and given an appropriate filename.However, if the Document is manually added, then the 'tags' wil...