Basics: Getting Started

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

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

Getting Started With Athennian

Learn the basics of Athennian!

Written by Laura Grégoire
Updated over a week ago

Entity Statuses

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

Written by Laura Grégoire
Updated over a week ago

Entity and People Search

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

Written by Laura Grégoire
Updated over a week ago

Generating a Summary

Learn how to generate your own corporate summary in Athennian!

Written by Laura Grégoire
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 Laura Grégoire
Updated over a week ago

Adding an Address to an Entity Record

Learn how to add entity addresses in Athennian!

Written by Laura Grégoire
Updated over a week ago

Merging Entity Addresses

Learn how to merge entity addresses in Athennian!

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.

Written by Laura Grégoire
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 Adrian Camara
Updated over a week ago

Changing an Entity Name

Learn how to do an entity name change in Athennian!

Written by Laura Grégoire
Updated over a week ago

Adding Registrations to an Entity

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

Written by Laura Grégoire
Updated over a week ago

Adding or Changing a Registered Agent

Learn how to add or change a registered agent!

Written by Laura Grégoire
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 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!

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 Adrian Camara
Updated over a week ago

Person Records

The Person Record Overview

A breakdown of the different sections of a person record

Written by Laura Grégoire
Updated over a week ago

Creating a Person Record

Learn how to create a person record in Athennian!

Written by Laura Grégoire
Updated over a week ago

Adding Addresses to a Person Record

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

Written by Laura Grégoire
Updated over a week ago

Merging People Addresses

Learn how to merge people addresses in Athennian!

Written by Laura Grégoire
Updated over a week ago

Removing a Person Record

Learn how to remove a person record from Athennian!

Written by Adrian Camara
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 Laura Grégoire
Updated over a week ago

Removing Duplicate People Records

Merge existing duplicate people records to create one person record

Written by Nicole Burch
Updated over a week ago

Using Aliases

Learn how easily Athennian stores aliases for individuals!

Written by Adrian Camara
Updated over a week ago