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Replace Entity Addresses

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Learn how to use the Replace Address function in Athennian to efficiently update an Entity's Address information. This feature streamlines the process of replacing Profile Addresses or updating a Shared Address connection.

Overview

The Replace Address function allows users to quickly end-date an existing Address and create a new one in a single step, ensuring all associations transfer to the new Address. This eliminates the need for manual updates and maintains accurate Entity records.

  • Note: The Replace Address function cannot be used simultaneously on both Profile Addresses and Shared Addresses. Select only one type of Address for replacement at a time

Replace an Entity Profile Address

Use this process when an Entity's primary location Address (e.g., Business Address, Mailing Address) changes.

  1. Navigate to the desired Entity profile
  2. Go to the General > Addresses tab
  3. Check the box next to the Profile Address to replace
    • Note: Only one Profile Address can be selected for replacement at a time
  4. At the top of the Addresses list, select # Selected and then select Replace from the dropdown menu
  5. In the Profile Address modal:
    • Select the Address Type
    • Enter the new Address in the Enter a location field and select it from the dropdown list
    • Adjust the Effective Date for the new Address using the calendar tool
    • Add Notes as needed
  6. Click Replace
  7. An Update Address Modal will appear and simply select Confirm

The previous Address will automatically end-date and set to inactive, and the new Address will be created with all associations transferred.

Video instructions:

Bulk Replace an Entity Shared Address

Use this process when an Entity is connected to a different Shared Address (e.g., changing a Registered Office Agent to a new Entity).

  1. Navigate to the desired Entity profile
  2. Go to the General > Addresses tab
  3. Check the box next to the Shared Address to replace
    • Note: Only one Shared Address can be selected for replacement at a time
  4. At the top of the Addresses list, select # Selected and then select Bulk Replace from the dropdown menu
  5. In the Bulk Replace modal:
    • Select the Effective Date for the new Shared Address using the calendar tool
    • Select the new Entity to link to from the Select Profile button and choose Entity
    • Select the specific Address from the chosen Entity to use
    • Add Notes as needed
  6. Click Replace

The previous Shared Address link will automatically end-date, and the new Shared Address link will be created with all associations transferred.

Video instructions: