Basics: Getting Started

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

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26 articles in this collection
Written by Kyle Marks, Brooke Nagy, and Charlé West
Entity Records

Creating a New Entity Record

Learn how to create an entity from scratch or using a template.
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Written by Brooke Nagy
Updated over a week ago

Adding an Address to an Entity Record

Learn how to add entity addresses in Athennian!
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Written by Brooke Nagy
Updated over a week ago

Merging Entity Addresses

Learn how to merge entity addresses in Athennian!
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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.
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Written by Brooke Nagy
Updated over a week ago

Duplicating an Entity Record

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

Deleting an Entity Record

Learn how easy it is to delete an entity in Athennian!
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Written by Kyle Marks
Updated over a week ago

Changing an Entity Name

Learn how to do an entity name change in Athennian!
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Written by Brooke Nagy
Updated over a week ago

Adding Registrations to an Entity

Also called EP Registration (Canada) and Foreign Qualification (US)
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Written by Brooke Nagy
Updated over a week ago

Adding or Changing a Registered Agent

Learn how to add or change a registered agent!
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Written by Brooke Nagy
Updated over a week ago

Adding a Company Group

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

Relationships

Understanding Relationships in Athennian
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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!
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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!
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Written by Kyle Marks
Updated over a week ago