Hello,
I would like to use information from the "Shareholders/Partners " template within the “Legal Reports” workflow, in order to incorporate it into a customized reconciliation.
More specifically:
- Identification of the Director:
- When the director is a person, I would like to extract their first and last name.
- When the director is a legal entity, I would like to extract the company name, followed by “represented by [First Name] [Last Name]” of the representative.
This information should be included in the export files.
- Based on the selected director type, the introductory sentence of the reconciliation paragraph should adjust as follows:
- For persons:
“Mr./Ms. [according to gender], [First Name] [Last Name], [Position], approves the financial statements.”* - For legal entities:
“The company [Company Name], represented by [GENDER + First Name + Last Name], approves the financial statements.”*
Only one director will be selected through the multiple-choice field. If no selection is made, the relevant fields should remain editable manually, if feasible.
Thank you in advance for your support.
Best regards,