> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# EntityShield guides

> Step-by-step guides for managing entities, permits, filings, compliance, team, billing, and settings in EntityShield.

# EntityShield guides

## What does this do for me?

These guides cover the tasks you perform most often in EntityShield.

> **[Complete first-time setup](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/getting-started.md)**
>
> Use the onboarding wizard to create an entity, add a location, and add a permit.

> **[Track a permit](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/track-a-permit.md)**
>
> Add and maintain a permit or license record with expiration tracking.

> **[Navigate the dashboard](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-dashboard.md)**
>
> View entity count, compliance score, and recent activity at a glance.

> **[Manage entities and locations](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-entities-locations.md)**
>
> Add, update, and organize business entities and their locations.

> **[Track governance filings](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-governance-filings.md)**
>
> Record annual reports, franchise tax, and other filing deadlines.

> **[Review compliance health](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-compliance-health.md)**
>
> View weighted compliance scores and drill into risk areas.

> **[Use tasks and calendar](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-tasks-calendar.md)**
>
> Create tasks, view deadlines on the calendar, and export an iCal feed.

> **[Manage billing and plan](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-billing-plan.md)**
>
> View your subscription, switch plans, check invoices, and monitor usage.

> **[Manage your team](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-team.md)**
>
> Invite colleagues, assign roles, and manage workspace memberships.

> **[Configure account settings](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-settings.md)**
>
> Update profile, organization, notifications, security, AI, and integrations.

> **[Use document vault and webhooks](https://docs.pcnaid.com/nodes/web-apps/entityshield/merchant/guides/manage-documents-webhooks.md)**
>
> Upload documents and configure outbound webhook endpoints.


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