GNIUS Entity Manager

The *User Guidance* for the app provides end-users with the following operational instructions: *1. Navigation & Main Dashboards* Users navigate the platform through six main section views: **Entities**, **Fees**, **Tasks**, **Contacts**, **Jurisdiction**, and **Analytics**. *2. Managing Corporate Entities* *Adding an Entity**: Navigate to the **Entities* tab, click **`+ Add`**, and assign stakeholder roles (📕 Initiator, 📗 Registered Agent, 📘 Referrer, 📔 Internal Manager), governing jurisdiction, operational status, and incorporation details. *Viewing & Editing**: Select an entity to view its full profile, linked Google Drive folder, and accumulated fee details, or click **`Edit`* to modify records. Use *`⭐ Favorites`* for quick filtering. *3. Stakeholder & Contact Directory* Contacts are classified into legal roles (Initiators 📕, Agents 📗, Referrers 📘, Internals 📔). Users can view linked corporate portfolios per contact, send direct emails via the email icon, and monitor financial fee totals assigned to a contact. *4. Fee & Compliance Task Monitoring* **Filtering**: Narrow fee and task records by status (Pending ⏱️, Complete ✅), expiration (`Due`, `Expired`), jurisdiction, or preset/manual date ranges. *Bulk Operations**: Select **`Bulk Edit`* in the Fees or Tasks views to update billing amounts, payment fulfillment dates, or statuses across multiple rows at once. *5. Reports & Data Exports* *Custom PDF Reports**: Trigger **`Report Fees`**, **`Report Entity`**, or **`Report Contact`* to generate PDF summaries, which are automatically saved in the *Report* table. *CSV Export**: Click **`Export CSV`* on table views to instantly download spreadsheet files. ---