Athennian allows you to generate any kind of organizational document required to form an entity, including government forms as well as constitutional documents such as initial resolutions, stock grants, by-laws, articles and operating agreements. 

Once the entity is created and all of the core information necessary for the formation of the entity is recorded in the database (i.e. shareholders, directors, officers, share classes, etc.), you can use the Tasks section down the lefthand side of the screen to create a Formation task in order to generate all of the necessary organizational documents. To do this, Select New, enter a Memo Description and then select Formation in the Type field dropdown list. Select the Profile of the entity for which you are creating this task, and then navigate to the Formation tab as shown below.

The Formation tab contains fields specific to entity formation such as Dates, Name Reservation ID, Incorporator(s), and various other fields as shown below.

Once the fields in the Formation tab are filled in, navigate to the Supporting Documents tab to generate the documents necessary for the formation of the entity.

Clicking the Supporting Documents button will prompt you to select from a list of supporting documents. Make your selection and then click Add. Once the documents will have been added to the task, select Generate Documents and then select Create to confirm the creation of the task. The documents will appear in the Documents section of the newly formed entity.

Once the task is complete, you can set the task to Completed by clicking into the task, navigating to the top righthand corner of the window, selecting New and then selecting Confirmed from the dropdown list. Making this selection will prompt you to enter the Formation Date, Confirmation Number (if applicable), and then allow you to check off the actions you would like Athennian to take pursuant to the completion of the task as shown below. Once you will have made your selections, simply click Confirm in the bottom righthand corner of the window.

Did this answer your question?