Legal Kiosk. Internal User Guide. Version 2.0

Transcription

1 Legal Kiosk Internal User Guide Version 2.0

2 Table of Contents Starting the Program & Logging On/Off... 3 Home Page... 3 Profile Page... 5 Open Virtual Minute Book... 5 View Internal Notes... 6 Recently Added Documents... 6 Navigating the Virtual Minute Book... 6 Minute Book Tabs... 6 Navigating within Documents... 7 Print Button... 7 Save Button... 8 Page Up/Down... 8 Magnification... 8 Adobe Button... 8 Closing the Minute Book... 9 Home Page... 9 Logout... 9 Org Charts... 9 Corporate Structure... 9 All Shares... 9 Voting Shares Non-Voting Shares Parent/Subsidiary Selecting an Org Chart...10 Org Chart Navigation...10 Chart Layout Download Button Print Button Legal Kiosk - Internal Viewer Guide Page 2

3 Starting the Program & Logging On/Off To start the Legal Kiosk, either double-click the Legal Kiosk shortcut on your desktop, or open Internet Explorer and go to the intranet address provided by your IT department and you will be asked for a User Name and Password: Enter your Windows user account and password this is the same account and password you use to login to your PC each day. Click OK. Home Page After logging in, the Home page will appear as seen below. There may be other tiles depending on the configuration set by the Administrator. The All Files tile provides access to all files in the Legal Kiosk, as well as all contacts. Click the tile to proceed the following screen will appear: Legal Kiosk - Internal Viewer Guide Page 3

4 Along the top left side of the window you will see a tab for Corporate Records (opened by default) and one for Contacts. There may be additional tabs if they have been activated by the Administrator. Type in the name (or partial name) of the file you are looking for (even a single character is fine, though the less specific you are the more files you will see in the results) into the white box to the left of the Search button. Click the Search button to execute the search. This search in this example yielded only one result click the corresponding tile to open the file: If your search yields more than 10 results, a scroll bar appears at the bottom of the page simply drag the scroll button circled below to scroll through the results: If you wish to refine or do a new search, simply click the Reset button to clear the search. Legal Kiosk - Internal Viewer Guide Page 4

5 Profile Page Once a file has been selected, a profile page will appear: The right-hand side of the page displays the profile of the file you selected. The left-hand side of the page displays the other files you may access which met the search criteria In the example above no other file met the search criteria). To select a different file, simply click on the file and its profile will appear. Open Virtual Minute Book This button opens the Virtual Minute Book and displays the Corporate Information Sheet by default in a separate tab as shown below: You can view documents by clicking on any of the minute book tabs and selecting the desired document. Legal Kiosk - Internal Viewer Guide Page 5

6 View Internal Notes This button allows you to view notes on a file entered into Corporate Manager ET under the Notes section. A Notes window will appear displaying each note is date order. If MULTIPLE notes are present, use the scroll bar to move through the list (if applicable). Click on the note you wish to view to see all the details of the note. If a file does not have any Notes, this button will not appear on the profile card. Additionally, External users (i.e. clients) CANNOT view Notes and do not see this button on any profile card. Recently Added Documents This section displays documents that have been recently added to the file you can access any of these by simply clicking on the one you want to view. The document will open and display within the Virtual Minute Book. Navigating the Virtual Minute Book Minute Book Tabs On the right-hand side of the Minute Book are a series of Tabs which electronically represent a physical minute book. To select a specific tab, simply click the tab in this example, the Minutes & Resolutions tab has been selected: Legal Kiosk - Internal Viewer Guide Page 6

7 This tab displays all documents which have been added to the Minute Book in Corporate Manager ET the listing of documents is organized by Groups that were selected for each document when each document was added to the Minute Book. The document Description and the Date of the document are displayed. To select a particular document to view, simply click on the description of the document and it will appear in a separate browser tab. In this example, 2011 Annuals - signed under the Resolutions group has been selected: Navigating within Documents Once you have selected and opened a document, the document will be displayed in a separate browser tab within Internet Explorer. Each document appears as an Adobe PDF document, and as such all Adobe Reader functionality is available. A basic Adobe Reader toolbar appears when you hover your mouse near the bottom of the screen: Print Button This button allows you to print the document to any printer accessible via your own computer: Click the Print button In the Print window, you now have access to all your usual printer functions Legal Kiosk - Internal Viewer Guide Page 7

8 Save Button This button allows you to download a PDF copy of the document: Click the Save button In the Save a Copy window, you can now save the document to any local or network location accessible on your computer Page Up/Down Magnification Adobe Button Click the up arrow to move back through the pages, and click the up arrow to move forward through the pages. Click the minus button to decrease the page size, and click the plus button to increase the size of the page on the screen. Click on this button to open the full Adobe Reader toolbar, which allows for increased functionality such as page thumbnails, bookmarks, and text searching. Legal Kiosk - Internal Viewer Guide Page 8

9 Closing the Minute Book To close the Minute Book view in the main browser tab, click the close button on the bottom right corner or the small x in the top right-hand corner of the Minute Book window: You are now returned to the profile card view of the corporation. Home Page At any point that you wish to return to the Home page, simply click the Home button located in the top left-hand corner of the Legal Kiosk windows as shown below: Logout To logout of the Legal Kiosk and end your session, simply click the Logout button located in the top lefthand corner of the Legal Kiosk windows as shown below: Org Charts Five types of organizational charts are available in the Legal Kiosk: Corporate Structure The Corporate Structure chart displays a hierarchical view of Directors and Officers in the corporation, detailing reporting relationships. All Shares The All Shares chart show every shareholder of the coporation displaying the percentage of voting and non-voting shares (if applicable) held by each. Legal Kiosk - Internal Viewer Guide Page 9

10 Voting Shares The Voting Shares chart show every shareholder of the coporation displaying the percentage of voting and non-voting shares (if applicable) held by each. Non-Voting Shares The Non-Voting Shares chart show every shareholder of the coporation displaying the percentage of nonvoting shares held by each. Parent/Subsidiary The Parent/Subsidiary chart displays the corporation and any subsidiaries. Subsidiaries are defined as any corporation where the parent owns 51% or more of the shares. If any of the subsidiaries also act as parent to other corporations, those are displayed as well. Selecting an Org Chart Click the Select an Org Chart to view button In the drop down menu, select the chart you wish to view and the chart will appear shortly Org Chart Navigation Once you have selected and opened an Org Chart, the chart will be displayed underneath the navigation ribbon. The All Shares chart is displayed in the following example: Legal Kiosk - Internal Viewer Guide Page 10

11 Chart Layout This button allows you to change the layout of the charts 5 options are available: TreeDown this is the default downward view for all charts TreeUp tree begins at the bottom and moves upwards TreeRight tree begins at the left and moves to the right TreeLeft tree begins at the right and moves to the left TipOverTree tree begins in the top and moves downwards to the right Download Button This button allows you to download a PNG copy of the selected document: Click the Download button In the Download window, you can now save the chart to any local or network location accessible on your computer Legal Kiosk - Internal Viewer Guide Page 11

12 Print Button This button allows you to print the org chart to any printer accessible via your own computer: Open the document you wish to receive Click the Print button In the Print window, choose printer functions Legal Kiosk - Internal Viewer Guide Page 12