Set up
The Dashboard shows an overview of the Companies key information You will see the Dashboard if: 1. You complete the set up of 1st company 2....
Fri, 27 Jan, 2023 at 12:38 PM
Sometimes during the import process, you may come across a dropdown option once two records are merged together. This is due to an inconsistency in the...
Mon, 30 Jan, 2023 at 12:05 PM
If you have forgotten your password or your welcome email has not arrived you can request a new password by following this simple procedure: How do I re...
Thu, 15 Jul, 2021 at 2:34 PM
To send the support team a document please use the Help button located in the bottom right hand corner of the screen in Inform Direct. 1. Click on the b...
Thu, 15 Jul, 2021 at 2:39 PM
You will not be able to manage more than 10 companies on the Inform Direct platform without having a subscription account. If you currently have 10 compan...
Tue, 28 Jan, 2025 at 11:05 AM
The company import process pulls through the information currently held at Companies House, including whether the shares in the company are paid. 1. Wh...
Tue, 29 Oct, 2024 at 3:48 PM
Now that Inform Direct has retrieved your company information from Companies House this guide will explain best practices to ensure that everything is in...
Thu, 4 Aug, 2022 at 11:20 AM
The import process reviews Companies House data and merges records together. If there are inconsistencies in the data, a submission to Companies House will ...
Tue, 29 Oct, 2024 at 3:54 PM
Companies can be held in your portfolio while only partially imported. Pending company status will indicate that one of the 2 items below is outsta...
Wed, 19 Feb, 2025 at 3:40 PM
You can record sole traders and entities which are not UK limited companies on your portfolio. This could be for the management of the business, its people ...
Wed, 19 Feb, 2025 at 9:40 AM