Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
How to complete the setup of a pending (incomplete) company import
Companies can be held in your portfolio while only partially imported. Pending company status will indicate that one of the 2 items below is outstanding: The authentication code for the company nee...
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How to import a company without sending changes to Companies House
The import process reviews Companies House data and merges records together. If there are inconsistencies in the data, a submission to Companies House will be prompted to resolve the situation.Disc...
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What Actions Should I Take After Importing a Company?
Now that Inform Direct has retrieved your company information from Companies House this guide will explain best practices to ensure that everything is in order. This guide will also explain the co...
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Importing a Company Which Has Unpaid Shares
The company import process pulls through the information currently held at Companies House, including whether the shares in the company are paid.1. Where a company has unpaid shares in existence a ...
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Do I Need a Subscription Account to Manage More Than 10 Companies?
You will not be able to manage more than 10 companies on the Inform Direct platform without having a subscription account.If you currently have 10 companies in your portfolio and you wish to add an...
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How Do I Change My Password?
If you have forgotten your password or your welcome email has not arrived, you can request a new password by following this simple procedure: How do I reset my password? To change your password, i...
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Why Do I Have a Dropdown on a Merged Record?
Sometimes during the import process, you may come across a dropdown option once two records are merged together.This is due to an inconsistency in the information being returned from Companies Hous...
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What is the Dashboard?
The Dashboard shows an overview of the Companies key informationYou will see the Dashboard if:1. You complete the set up of 1st company2. Click on Dashboard tab3. From the Portfolio you click on bl...
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What are Duplicate Addresses?
Duplicate addresses are any addresses that are used more than once. This can be: One or more people sharing an address; One person using the same address in several capacities; or A combination of...
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How Do I Get a New Password If I Have Forgotten It?
If you have forgotten your password or your welcome email has not arrived you can request a new password by following this simple procedure:1. Click on any of the log in buttons at www.informdirect...