If one address is used for multiple purposes on your portfolio, Inform Direct allows you to change it in bulk.
For the full process to change addresses in bulk please see How to change addresses in bulk.
Often an address is used for multiple purposes in a company, such as registered office and service addresses for officers or PSCs. For each company, there may therefore be multiple submissions if an address update is required. To ensure the changes are manageable the software applies a cap of 150 address submissions in one action.
To do more than 150 address changes, separate actions will be required. Our recommended process is as follows:
- Upon changing the first address and entering into the bulk address change process we recommend that you sort the addresses by 'Company'. Select the addresses that you want to change in alphabetical order by company, when you try to select more than 150, you will be told you have hit the limit.
- If this leaves part of a company's addresses selected then unselect them so that none of the addresses for that last company are selected.
- Remember that company, and which address was next.
- Continue in the current bulk address process and save them for approval or send them to Companies House as required.
- Go to the company that you noted in step 3 (the next one to be done) and change the address that was next. This will launch the bulk address change process again
- Still sorted by company alphabetically, navigate through the pages until you find this company (or the next company alphabetically if there was only one address change on that company).
- Select the next addresses that you want to change in alphabetical order by company, if you select more than 150 again, then repeat from step 2, otherwise continue to step 8
- Continue in the current bulk address process and save them for approval or send them to Companies House as required.
You will now have saved all the address you want to change for approval, or have sent them to Companies House.
If you have saved them for approval then the approval record that a company was included in will be present on the dashboard of that company.