Basics: Getting Started

Learn the basics of creating and managing entity and person records.

Adrian Camara avatar Kyle Marks avatar Nicole Burch avatar +1
25 articles in this collection
Written by Adrian Camara, Kyle Marks, Nicole Burch and 1 other
Entity Records

Creating a New Entity Record

Learn how to create an entity from scratch or using a template.
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Adding an Address to an Entity Record

Learn how to add entity addresses in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Merging Entity Addresses

Learn how to merge entity addresses in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Entity Templates

How to create an entity template to save time when creating similar entity records.
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Duplicating an Entity Record

Copy and paste an existing entity record
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Deleting an Entity Record

Learn how easy it is to delete an entity in Athennian!
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Changing an Entity Name

Learn how to do an entity name change in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Adding Registrations to an Entity

Also called EP Registration (Canada) and Foreign Qualification (US)
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Adding or Changing a Registered Agent

Learn how to add or change a registered agent!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Adding a Company Group

Learn how to create and manage company groups.
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Relationships

Understanding Relationships in Athennian
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Uploading Alf Cards to Athennian

Learn how to quickly upload single or multiple ALF Cards directly into your Athennian database!
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Changing an Entity Type

Learn how easy it is to change an entity type in Athennian!
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago