How do I start and run a Compliance Event on the OrgHub platform?
To start a Compliance Event on the OrgHub platform:
1. Click on Compliance in the navigation menu to get to the Compliance page.
2. Click on the button that says “+ Start a New Compliance Event”.
3. You will then be taken to a new page where you will see Steps 1, 2, and 3.
4. In Step 1 (effective date and event type):
1. Start by choosing an Effective Date for the Compliance Event.
2. Then select the type of Compliance Item that you would like to take care of from the dropdown menu. (If there
will be multiple Compliance Items for this Compliance Event, then just start by choosing the first type of
Compliance Item (you will be able to add the other Compliance Items at the next step). For example, if someone
who is both a Director and an Officer is resigning then just choose Director Change at this step and at the next
step you will be able to add the Officer Change.)
3. Click “Next - Input Data”.
5. You will then be taken to Step 2 (data input):
1. On the left side you will see your Compliance Item listed there with a button saying “Needs Data”. Click on the
“Needs Data” button.
2. On the right side you will see a list of Data Fields appear. Read through the list and fill in any missing
information.
1. Note: If you notice incorrect information in a Data Field then you will need to correct it, either by (1)
updating the Data Field in the Data Summary or (2) starting a separate Compliance Event to make (or adding
another Compliance Item to the current Event); see the Help Centre article “What changes should I make in
the Data Summary and what changes should I make with a Compliance Event?” to decide which. [INSERT LINK]
3. Once all data has been inputted, click on the “Confirm Data” button at the very bottom of the Data Fields area.
When you click "Confirm Data" the system will mark the data collection step as complete (for this Compliance
Item).
1. Note: If you need to edit the data for a Compliance Item after you clicked “Confirm Data” for that
Compliance Item, just find that Compliance Item on the left side of the page in Step 2 and click on the
light blue button that says “Done”. This will reopen the Data Fields for that Compliance Item. (You must
click the “Cofirm Data” button at the bottom of the Data Fields again, when you are finished with your
edits.)
4. Repeat the above steps a, b, and c for all other Compliance Items that are part of your Compliance Event.
5. Click on the “Next - Payment” button at the bottom of Step 2.
6. You will be taken to Step 3 (payment):
1. You can review the following information at Step 3:
1. Price Details: What this Compliance Event will cost you (both government fees and OrgHub fees).
2. Deliverables and Timeline: How long it will take for this Compliance Event to be processed and what
deliverables you will get (i.e. what government filings will be submitted for you and what paperwork will be
generated).
3. Terms and Conditions: The Terms and Conditions governing OrgHub’s provision of services to you in relation
to this Compliance Event.
2. If the cost of this Compliance Event is not included in your subscription then click on the “Pay Now” button at
the bottom of Step 3.
1. When you click "Pay Now" you will be taken to a payment window. After payment you will be returned to the
Compliance Event page.
7. Click on the “Next - Generate Documents” button at the bottom of the Compliance Event Page.
8. You will be taken to a new page. You will see a popup showing the status of document generation for your Compliance
Event. This step usually takes 1 to 2 minutes; you can visit other parts of the platform while this process is
ongoing.
9. Once all documents are generated, the document generation popup will disappear and you will see your list of draft
documents on the left. Click on any document to review it in the viewer to the right.
1. If you notice something in the documents that requires a change to the Data that you inputted for a Compliance
Item, click on the “Edit Data” button at the bottom and it will take you back to the Data Input step; follow the
above instructions about how to edit Data.
2. If you want to delete a draft document, click on the trash can icon next to it in the list (it will be deleted
forever, even if you go back and regenerate the documents).
3. If you want to download a draft document, click on the download icon next to it in the list.
4. If you want to replace a draft document with your own (for example, if you download the original and make some
custom changes to it), click on the circular arrows icon next to it in the list and you’ll be able to upload a
replacement .pdf.
10. Click on the “Send for e-Signature” button.
1. If the “Send for e-Signature” button is not clickable that means that there are too many documents for the
signature package. In that case, you will need to either:
1. Manage e-signature on your own:
1. Click “download all” near the top of the list of draft documents to download the draft documents and
then circulate them for e-signature using your own system.
2. After all the documents are signed, click on “Manually Upload Signed Documents” on the bottom of the
page.
3. Upload each document listed there. (If a document is not listed there then it doesn’t need a signature,
like ledgers and registers.)
4. Click on “Complete”. This will automatically place each of your signed documents into your Minute Book
where they need to go (and it will automatically do the same for the documents that did not require
signature).
2. Get OrgHub’s support team to circulate the documents for e-signature:
1. At the top right corner of the page, click on the help icon.
2. Contact OrgHub’s team via the help section and specify which Compliance Event you need signatures for.
3. Our team will manage the rest for you.
11. Click on the “Send Now” button (after your documents are done loading onto the e-signing system - it can take 10
to 20 seconds).
12. When you click “Send Now”, everyone who needs to sign a document in the package will receive an email notifying them
that they need to sign. You might want to contact them separately letting them know to expect the email and to sign
once they receive it.
13. Once all signers have signed, the signed documents will automatically be uploaded to the proper Tab within the
Minute Book (and it will automatically do the same for the documents that did not require signature, like ledgers
and registers). Then you’re all done!!!
14. If any filings need to be made then OrgHub’s team will submit those filings and will update the Minute Book
accordingly.