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Check that a Company Formation project template is ready for use

To request incorporation of a limited company online using Onvio, you'll need to use a company formation project. Each project you open in Onvio must be based on a project template. To save you time, we've created a Company Formation project template. 

1. Go to Setup > Project Templates.
2. Find the project template with the ID of FORMATION and the Name of Company Formation.
3. If it isn't present, take the steps below to import it.

Import the Company Formation project template if required

1. Go to Setup > Project Templates.
2. Select Import.
3. Select the checkbox to the left of the Company Formation project template.
4. Select Import. The Company Formation project template will be displayed in the list of project templates for you to use.

Next step

Set up Agent details.