Athennian allows users to generate any kind of document required to finalize the changes of any outgoing or incoming other professional within an entity.
To generate documents for a Change of Other Professionals, 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 Other Professionals 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 Other Professionals tab
- Add the Outgoing other professional by clicking + Add button
- In the Select Outgoing modal, select the checkbox next to the other professional's name and click the Confirm button to save the outgoing other professional's details
- Add the Incoming contact by clicking + Add button
- In the Select Incoming modal, select the checkbox next to the other professional's name and click the Confirm button to save the incoming other professional's details
- Select the mandatory Effective Date*, Resolution Date and any applicable Notes
- Click Create to save the task
3. Supporting Documents tab
- Select + Supporting Documents
- Check off the templates you would like to use to generate your supporting documents for the revival, and then click Add
- Click Generate documents. 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
4. Generated Documents tab
- Click on the generated documents to review them
- Select Download as Zip if you wish to download them to your desktop
- 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 Other Professionals details to complete the task
- By making this selection, a prompt will appear to review some key information:
- Outgoing (the Outgoing Other Professional status will be changed to Inactive)
- Incoming (the Incoming Other Professional 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: