How to create a branch?

In the context of the DiliTrust Governance Suite, a branch correspond to establishments, factories or any other type of secondary entity which belongs to a larger organization. Branches are usually linked to a Company, and they are not considered as stand-alone legal entities.

Create your branches in the "Company" tab. 

Click on the “Add a company” button, visible in the top-right corner of the “Companies” tab.   The company creation form will appear, comprised of four sections.

This article will cover the different sections:

• The Information section
• The Logo section
• The Address section
• The Extra information section

The Information section

This section will allow you to enter the company’s information. These will be displayed on the company’s profile page. 

The information tab contains the following fields:

• Name
  Enter the name of the company. This should be an exact replica of the company name as it appears in the articles of association, as it will set how the company is identified within the portal.
  
  This field is mandatory.
  
   
• Legal form
  Enter the legal form of the company, or select it among the already existing ones.
  
   
• Country
   Select the country where the company is based

• Creation date
  Typically, this date will correspond to the date of incorporation of the company, and not the date in which you are creating it in the DiliTrust Governance Suite.
  
   
• Currency
   Enter the currency with which the company’s capital is managed. This doesn’t have to necessarily match with the selected country’s currency.

Attention: The currency cannot be modified after adding shares

Some of the fields listed above might require you to select an item from a drop-down menu (i.e. Country, Legal Form, Currency, etc.). Depending on how the platform is set up, you might be able to also add new items on-the-fly to the list in case the one you need is not already present. 

This is configurable by going to Configuration > Data customization > Reference lists, modifying the relevant reference list, and checking the “Allow on-the-fly items creation when editing content” box (this action may only be performed by a portal administrator).

• Folder
   This field will allow you to link your company to a folder, stored in the “Documentation” tab. You will be able to choose from the list of already existing folders or create a new one. This folder will act as a repository for all documents related to the company.

To create a branch, click on the box “This is a branch” and select the Mother company. 

The entity management section will disappear as it is related to a company creation.
Learn more on how to create a company in the dedicated article.

The Logo section

This section will allow you to add the company's Logo, making it visible from the company’s overview page.

Click on “Change” and select the image from your computer.

The Address section

This section will allow you to select the country the company is operating in. Depending on the selected country, more fields will appear, among which the Address, Postal Code, City, Province, Postal Code, State.

The Extra information section

This section will contain all the custom fields that are not part of the default fields. 

The required fields will be displayed automatically, with an asterisk near their title to help you recognize them.

You can use the “Choose an existing field” button to add optional fields, by selecting from a drop-down menu listing all the available fields.

As an Administrator, you will also have the option to “Create a new field”.
You will need to choose the field’s type and, once created, you can use the Options button to choose whether the field is Required, will retain a Data history, and whether Multiple options are allowed. These options will be available depending on the type of custom field.

You can delete any optional field that has been added or created, but not the required fields.

Once all the fields are filled in, confirm the company’s creation. If a required field has not been filled in, you will be notified. Complete it and click on “Confirm” again.

You can cancel the company creation process at any time by clicking on “Cancel”.