enSecretary Maintenance

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enSecretary Maintenance is used to manage and maintain different parts of enSecretary.  enSecretary maintenance can be accessed by clicking on the  enSecretary maintenance icon in enSecretary.

 

enSec_Maint_Launch

 

Once you click on the enSecretary Maintenance button you are presented with two bars, the maintenance bar and the standard controls bar and a main working area which display information for the currently selected maintenance item.

 

enSec_Maint_MainScreen

 

The maintenance bar can be used to chose which part of enSecretary you want to maintain.

 

enSec_Maint_Options

The different options are: -

 

Advisor Types

Banks

Beneficiary Types

Company Types

Corporate Jurisdictions

Default Values

Incorporation Reports.

Officer Types

Regions

Share Categories

Signatories

Status Types

Trust Types

Trustee Types

 

The standard controls bar, which appear at the bottom of the screen can be used to change the selected maintenance item.

 

enCentral_CentMaint_Controls

 

These control buttons perform the same operation whichever maintenance item is selected, with the exception of the add and edit buttons, which launch different forms depending on which maintenance item is selected, for example the add button will bring up a different form when in Advisor Typesto when in Jurisdictions.

 

Delete

When you select an item from the main working area, you can click the delete button to remove this item from the system, a confirmation box will be displayed incase the button is click accidentally.

 

Export

This will export whatever is in the working area into an excel spreadsheet so that this can be used externally from the system.

 

Refresh

The refresh button simply refreshes what is being displayed in the grid

 

X

The X button simple closes the maintenance module.