Questions? We are here to help!

How to Import Entity Data using AR1 Excel file?

This function imports information or data saved in the AR1 Excel document generated by mTools 2.0 and above.


IMPORTANT INFORMATION
It extracts information in Filing Info tab, Section A tab, Section D tab and Section E tab ONLY.


Follow these steps;

  1. Go to Entity
  2. Click on Import Entity button.
  3. An Import Entity modal will appear.
  4. Drag and drop the AR1 excel file in the area designated for this upload action.
  5. Click Import to complete the transaction.
By Info Admin
Last updated: 12 Feb 2026
Categories
Entities Resolution Template Maker Invoice Agents People Letter Template Maker Reports Integrate Forms & Letters Resolution System Setting Client Portal E-Signature