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Commenda provides a centralized document repository for all your business files — formation documents, tax filings, contracts, certificates, and more.

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Where documents live

Documents in Commenda are associated with:
  • Entities — formation documents, bylaws, tax filings
  • Service requests — documents generated or collected during service delivery
  • Compliance items — filed documents and acknowledgements
  • Key persons — identification documents, authorization letters

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Uploading files

You can upload files from several places throughout the platform:
  • Entity documents tab — go to an entity and click the Documents tab
  • Service requests — upload files related to a specific engagement
  • Compliance items — attach filed documents for your records
Commenda supports all common business document formats: PDF, Microsoft Office files, images, and CSV/data files.

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Access control

You can set access controls on documents to manage who can view sensitive files:
  • Private — only visible to specified team members
  • Shared — visible to your team and your advisor
  • Public — accessible to anyone with the link

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Document templates

Commenda supports document templates that let you generate standardized documents with automatic data filling. Templates pull information from your entities, directors, and other records to produce completed documents. Commenda versions templates, so changes don’t affect previously generated documents.

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E-signatures

Commenda integrates with DocuSign to collect electronic signatures on documents. See the eSign tool for details on sending documents for signature.