On-Demand Webinar Segment 4: Maintaining the Virtual Minute Book and Generating Reports

In this segment of the On-Demand Webinar Series, you will learn the following:

  • Create multiple headers and import headers from other entities

  • Upload documents from your desktop and from Athennian

  • Link documents from the Virtual Minute Book to Registrations and Share Transactions

  • Move files from within the Virtual Minute Book

  • Reports basics

  • Custom Reports Basics

Applicable Help Center Sections

The Athennian Help Center is the place to go to find the resources that you need to help you better understand and navigate the Athennian application and to help improve your overall user experience with Athennian. Below are some sections of the Athennian Help Center that will provide you with additional information and instructions on how to maintain the virtual minute book and generate reports in Athennian:

Applicable Training Missions

In addition to the Athennian Help Center articles, we also have the Athennian Training Program which consists of short step-by-step training missions that guide you through how to navigate and enter data into Athennian. Below you will find a list of the missions that relate to Segment 1 on how to maintain the virtual minute book and generate reports in Athennian:

Live Q/A: Join Our Customer Success Team Every Thursday for Live Answers

Our Customer Success team is made up of certified paralegals and experts on entity management. Every week they'll be hosting a live session to go over any questions you may have and review new features!

Live Q/A sessions take place every Thursday at
1 pm ET; 12 pm CT; 11 am MT; 10 am PT

You can move to the top of the question queue by asking questions in advance using this form. If you cannot attend a live Q/A, you can still use the form to ask questions and our team will email you a response.

To register for a live Q/A session, click on the link below:

Reminder: Click Below to Request Access to the Training Environment!

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