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How to Appoint a Principal

How to Appoint a Principal
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Step 1
To appoint someone as a principal to a company, navigate to the Principals tab in the entity record and click + New to open the workflow.  You can then select if you want the principal to be an entity or a person. This allows you to add entities as general partners to limited partnerships, add corporations as managers of LLCs or other entity principal scenarios. 
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