Generating Registers and Ledgers

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 Securities > Shares 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 open up with a list of templates to choose from;
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 newly generated register/ledger in the Documents section;
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: