Amendments Task

Athennian allows users to generate any kind of amendment document required to change entity details.

To generate amendment documents for an entity, follow these simple steps:

Once the amendments have been made to the entity, navigate to the Tasks section down the left-hand side of the screen and select + New

1. Details tab

In the Memo description, title the task
In the task Type field, select Amendments from the dropdown list
Set a Due Date (mandatory), select the Assignee, set a Priority and add any Details or Tags if applicable
Click Create to save the task
To set a reminder, click the Set Reminder button on the right side of the Due Date and follow the steps outlined in the Set a Task Reminder article

2. Amendments tab

Fill in the required dates (Future Filing Date, Resolution Date, Effective Date)
Select the checkbox on the right-hand side if Date is in the future
Fill in any necessary Notes

3. Selected Templates tab

Select + Selected templates
Check off the templates you would like to use to generate your supporting documents, and then click Add
Click Generate. A blue notification will appear indicating that the documents are being generated and you'll be notified when completed
Once the documents are generated, a green notification will appear indicating they're successfully generated. You can navigate to the next tab to view the generated documents

Select Upload if you wish to upload documents from your device and click Submit
Select Send to Docusign if you wish to send them for e-signature

Complete the Task

Once the documents are completed, click the task's status in the top right corner and select Completed from the dropdown list
The task status will be updated to Completed, and a blue notification will appear indicating the updates made
Finally, Save your changes and Close the task

Video Instructions: