video1.0<iframe src="https://www.loom.com/embed/750edf7bee1c4cce8b5599bd7d057f0c" frameborder="0" width="1622" height="1216" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12161622Loomhttps://www.loom.com12161622https://cdn.loom.com/sessions/thumbnails/750edf7bee1c4cce8b5599bd7d057f0c-1705465362239.gif6805.394Learn how to create a new Entity Record and manage the documents related to the formation. This session reviews how to create a new Entity record, using Tasks to form the Entity, and how to generate documents from Tasks and manage documents in the Minute Book. Note: this session does not focus on the fields required to populate a new Entity, for that information, see Tutorial #1 - Understanding Data in People and Entity Records.