STEP 1: Create your Matter
Create your matter by clicking on the Create Matter button and choose Corporate. To find out more about how to start a matter, visit this help article. Once you have started your matter, you can follow the step by step instructions below.
STEP 2: Select the Combine Shares Action
In the Planning tab click on the Add Action field. Select Maintenance > Shares > Combine Shares.
STEP 3: Select the Corporation from the Drop Down Menu
If needed, add the Entity from Records and set it as your Primary Entity.
STEP 4: Click the + to Add Shares to Combine
Select the Class and Individual who holds the shares you are combining from the dropdown.
NOTE: Only holders of multiple share issuances of the same class will appear in this dropdown.