Add an Agent & Create A Foreign Qualification

  1. Navigate to an entity that you have created
  2. Under the General tab select Addresses & Agents
  3. Create an Agent that will be used in a Foreign Qualification registration
  4. Select the Registrations tab
  5. Click on New in the Add new registration on the screen
  6. Select type - Foreign Qualification
  7. Select jurisdiction
  8. Add registration number
  9. Move to Dates section and input date
  10. Move to Agent & Address and select the Agent that you had previously prepared
  11. In the Documents tab, if you had relevant forms uploaded in the virtual minute book you would be able to link them to the registration in this Document tab
  12. Review and create your Foreign Qualification registration record

Video Instructions:

Create a Registration Compliance task and Reminder from the Tasks section

  1. Navigate to the Tasks section of the entity and select + New
  2. In Section 1. Details select Registration Compliance as your Type
  3. Select Create at the bottom right of this screen and the option to set a Reminder will show on the top right of the screen
  4. Move to the Reminder and set it the way you would like to have it remind you about this task
  5. Move to Section 2. Registration Compliance, when online abilities to file Annual Reports are available you will file your Annual Report through this section
  6. Note that Section 3. Supporting Documents is applicable if you were going to have documents coded to generate from this section
  7. Don’t forget to click Set and then Save once your updates are made
  8. Set the task from New to Pending to Confirmed by opening the Task and moving the status in the upper right corner OR change the status by moving your cursor over the task on the right and hit the arrow to make it pending and then checkmark to make it completed.
  9. When you select Completed you will have the opportunity to make a new Task for next year

Video Instructions:

Create an Annual compliance task and Reminder from the Tasks section

  1. Navigate to the Tasks section of the entity and select + New
  2. Create a new Annual Compliance task as you did in the steps above
  3. Once you get to the 3. Supporting Documents tab and generate documents, select Create. Notice that the status of the task will change to New (you can see this in the top right hand corner of the window) PLEASE NOTE that document generation is based on documents that your company has sent to Athennian to be coded for a Task and will not be there in your live environment without that set up
  4. Once you select Create, navigate to the 1. Details tab and select Set Reminder in the top right of the window
  5. Select whether you want email notifications, in-app notifications or both
  6. Enter today’s date as the Due Date, select the frequency of the repeat of the reminder, and enter “Due Date for Task: [name of task]” in the Message field
  7. In the Recipients field, select your email as the recipient to receive the notification and click Set to confirm the reminder settings
  8. Click Save to save the changes made to the task
  9. To update the reminder settings, click into the record for the specific task and click Set Reminder to modify the reminder settings
  10. Don’t forget to click Set and then Save once your updates are made

Video Instructions:

Create an Annual compliance task and reminder from the Compliance section

  1. Navigate to the General section and go to the Compliance tab
  2. Fill in the applicable Filing dates in the right column of the screen
  3. Select Create Compliance Reminder to automatically create a reminder based on the dates entered in the Filing dates section. A new window will pop up with the compliance reminder you’ve just set
  4. Hover over the compliance reminder you’ve just set and click on the crayon to modify the reminder
  5. In the repeat section, select Custom. A new window will pop up
  6. In the Repeat every section, type 2 and select year
  7. Click Save and then click Set to set the reminder

Video Instructions:

Mission 3 Accomplished! 🚀

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