In Athennian, you can generate documents with just the click of a few buttons! From organizational documents to annual renewal forms to complex security transaction documentation, Athennian can do it all.
Here's a quick reference list to what you can generate where in Athennian:
General > Overview Section
Securities > Shares/Units Section
Securities transaction supporting documents
Change of directors supporting documents
Change of officers supporting documents
Pre-defined reports (Reports)
Customized reports (Custom Reports)
Organizational charts (Org Charts)
List of interests of an entity (Interests)
List of associations of an entity (Associations)
In addition to this general list, you can also generate documents through the tasks section. In the tasks section, you can generate documents for everything from the creation to the dissolution of an entity. In this short video, I will demonstrate how to generate change of principals documents in a task, and how you can connect data to a task so that, upon completion, Athennian can update the related fields for you in the entity's profile.