Change of Agents Task

Athennian allows users to generate any kind of document required to finalize the changes of any outgoing or incoming agents within an entity.

To generate documents for a Change of Agents, follow these simple steps:

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 Change of Agents from the dropdown list
Set a Due Date (mandatory), select the Assignee, set a Priority and add any Details or Tags if applicable

2. Change of Agents tab

Add the Outgoing agent by clicking + Add button
- In the Select Outgoing modal, select the checkbox next to the agent's name and click the Confirm button to save the outgoing agent details
Add the Incoming agent by clicking + Add button
- In the Select Incoming modal, select the checkbox next to the agent's name and click the Confirm button to save the incoming agent details
Select the mandatory Effective Date*, Resolution Date and any applicable Notes
Click Create to save the task
Optional: Once created, return to 1. Details tab to Set a Reminder for the task by following the steps listed in the Set a Task Reminder article

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. You will be prompted to confirm the Change of Agents details to complete the task
By making this selection, a prompt will appear to review some key information:
- Outgoing (the Outgoing Agent status will be changed to Inactive)
- Incoming (the Incoming Agent status will be changed to Confirmed)
- Effective Date
- Resolution Date
- Notes
  - Note: The above will not be editable and will strictly be for reviewing purposes
Once the selections have been made, simply click Confirm in the bottom right-hand corner of the window
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: