Basics: Getting Started

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

26 articles in this collection
Written by Kyle Marks, Brooke Nagy, and Victoria Abraham

Getting Started With Athennian

Learn the basics of Athennian!

Written by Brooke Nagy
Updated over a week ago

Entity Statuses

Learn the differences between each of the entity statuses in Athennian!

Written by Brooke Nagy
Updated over a week ago

Entity and People Search

Learn how to search for entities and people across your Athennian database!

Written by Brooke Nagy
Updated over a week ago

Generating a Summary

Learn how to generate your own corporate summary in Athennian!

Written by Brooke Nagy
Updated over a week ago

Entity Records

Creating a New Entity Record

Learn how to create an entity from scratch or using a template.

Written by Brooke Nagy
Updated over a week ago

Adding an Address to an Entity Record

Learn how to add entity addresses in Athennian!

Written by Brooke Nagy
Updated over a week ago

Merging Entity Addresses

Learn how to merge entity addresses in Athennian!

Written by Brooke Nagy
Updated over a week ago

Entity Templates

How to create an entity template to save time when creating similar entity records.

Written by Brooke Nagy
Updated over a week ago

Duplicating an Entity Record

Copy and paste an existing entity record

Written by Kyle Marks
Updated over a week ago

Deleting an Entity Record

Learn how easy it is to delete an entity in Athennian!

Written by Kyle Marks
Updated over a week ago

Changing an Entity Name

Learn how to do an entity name change in Athennian!

Written by Brooke Nagy
Updated over a week ago

Adding Registrations to an Entity

Also called EP Registration (Canada) and Foreign Qualification (US)

Written by Brooke Nagy
Updated over a week ago

Adding or Changing a Registered Agent

Learn how to add or change a registered agent!

Written by Brooke Nagy
Updated over a week ago

Adding a Company Group

Learn how to create and manage company groups.

Written by Kyle Marks
Updated over a week ago

Relationships

Understanding Relationships in Athennian

Written by Brooke Nagy
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!

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!

Written by Kyle Marks
Updated over a week ago

Person Records

Notice of Agent for Service Changes in Alberta Corporations

How to add a required Agent for Service using Athennian's new form templates

Written by Victoria Abraham
Updated over a week ago

The Person Record Overview

A breakdown of the different sections of a person record

Written by Brooke Nagy
Updated over a week ago

Creating a Person Record

Learn how to create a person record in Athennian!

Written by Brooke Nagy
Updated over a week ago

Adding Addresses to a Person Record

Learn how to add addresses to a person record in Athennian!

Written by Brooke Nagy
Updated over a week ago

Merging People Addresses

Learn how to merge people addresses in Athennian!

Written by Brooke Nagy
Updated over a week ago

Removing a Person Record

Learn how to remove a person record from Athennian!

Written by Kyle Marks
Updated over a week ago

Adding an Interest to a Person Record

Learn how easy it is to add an interest directly from a person's profile in Athennian!

Written by Brooke Nagy
Updated over a week ago

Removing Duplicate People Records

Merge existing duplicate people records to create one person record

Written by Kyle Marks
Updated over a week ago

Using Aliases

Learn how easily Athennian stores aliases for individuals!

Written by Kyle Marks
Updated over a week ago