Generating registers and ledgers in Athennian is quick and easy to do! All you have to do is follow these simple steps:

  1. Navigate to the Securities > Shares section of the entity and click Registers / Ledgers in the top right hand corner to open up a dropdown list - you will have the option to choose among the following:
    - Current Share Class
    - All Share Classes
    - Select Shareholders

  2. Once you select one of the items from the dropdown list, a Supporting Documents window will pop up prompting you to check off one or several templates from a list of templates;

  3. Scroll through and check off the desired template to be used to generate the register/ledger;

  4. Click Merge to generate the document;

  5. Click View Documents Now to be redirected to the Documents section to view the newly generated register/ledger;

  6. Click on the register/ledger to preview, convert to PDF, or open in Word Online.

If you are looking to generate Principal Registers, see additional help article:

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