Bulk Generate Documents

Generate documents and entity summaries across multiple records simultaneously using Bulk Document Generation in Athennian.

Overview

Bulk Document Generation streamlines repetitive documentation workflows by allowing you to generate, organize, and track document packages across a significant number of entities at once. Instead of navigating to each entity profile individually, you can use targeted filters to isolate specific entity cohorts, apply standardized template packages, and create centralized tracking tasks in a single workflow.

Availability: Bulk Document Generation is available exclusively on the Enterprise plan.

Key Features & Benefits

• PDF Merge: Combine bulk-generated templates across multiple entity records into a single, comprehensive PDF document.
• Flexible Workflows: Support for multiple use cases beyond standard compliance. Use the General Task workflow to bulk-generate documents for almost any scenario.
• Accurate & Consistent: Eliminate the risk of missing documents by applying pre-defined Template Packages across all selected entities.
• Targeted Filtering: Use custom data filters to dynamically create lists of entities based on highly specific criteria.
• Centralized Task Management: Leverage custom reports and Athennian’s task management workflows to visualize outstanding work, track entity statuses, and replace shared spreadsheets with a single source of truth.

Filter Entities for Bulk Generation

• Bring Forward Date / Formation Date: These standard fields take the specific year into account. They will only return entities that match the exact month, day, and year selected.
• Bring Forward Date (No Year) / Formation Date (No Year): These fields allow you to select a date range spanning days and months, ignoring the year. (Example: Selecting Sep 1 - Sep 30 will return all entities with a date in September, regardless of the year they were formed).
• Fiscal Year End (No Year): This pertains strictly to Home Registrations. Selecting a date or range will return all entries with a FYE within that specific month and day block.

Step-by-Step: How to Bulk Generate Documents

1. Filter and Select Entities

From Entities

• Navigate to the Entities section and click the Filter dropdown (or select a saved Filter)
• Apply your desired criteria (e.g., Entity Type, Registration Type, Jurisdiction, Dates). Click Apply.
• Using the checkboxes on the left, select the entities you want to generate documents for. (Note: There is a maximum limit of 200 entities per bulk action)
• Click Generate at the top of the screen to open the Bulk Generate modal

From Reports

• Navigate to the Reports section
• Create a new report or open an existing report
• Add the filters to return the results for the entities you want to generate documents for
• Click Apply Filter. (Note: There is a maximum limit of 200 entities per bulk action)
• Click the Actions dropdown button at the top right of the screen
• Select Generate to open the Bulk Generate modal

2. Configure Your Workflow and Templates

• Workflow: Select the type of workflow you are running (Annual Compliance, Registration Compliance, or General)
• Template Package(s): Click Add Packages and select the applicable package
  • Note: Administrators create packages that group document templates. Packages are managed in the Templates section: How to create Template Packages (administrators only).
• Entities: Briefly review the list of selected entities to confirm accuracy
• Template Options: Select whether you want to merge all documents from each entity into a single document. Options are:
  • No (creates separate documents)
  • Yes - Combined Collections
  • Yes - Separate Collections

3. Add Task Details

• Annual Report Date* (Required for Annual and Registration Compliance) or Reference Date* (Required for General)
• Resolution Date
• Effective Date
• Due Date
• Fiscal Year to Report (Only required for Annual Compliance)
• Task Name
• Notes

4. Review and Create

• Navigate through the tabs to verify all the information, workflows, and templates you have configured
• Click Create

Processing and Task Output

• Document Queue: Documents enter an automated processing queue upon submission. You will receive an in-app notification once the batch run is complete.

• Storage & Virtual Links: Generated files are saved directly to their respective entity records, with virtual links automatically added to the corresponding tasks for rapid review.

• Batch Download: Download all completed documents directly from the generated task to assemble signature packages.