Athennian allows users to generate any kind of document required to finalize the changes of any outgoing or incoming shared address within an entity.
To generate documents for a Change of Shared Address, 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 Shared Address 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 in the dedicated Set a Task Reminder article
2. Change of Shared Address tab
- Add the Outgoing Address by clicking + Add
- In the Select Outgoing modal, select the checkbox next to the address and click the Confirm button to save the outgoing address details
- Add the Incoming Address by clicking + Add
- In the Select Incoming modal, select the checkbox next to address and click the Confirm button to save the incoming address details
- Select the mandatory Effective Date*, Resolution Date and any applicable Notes
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 Shared Address details to complete the task
- By making this selection, a prompt will appear to review some key information:
- Outgoing (the Outgoing Address status will be changed to Inactive)
- Incoming (the Incoming Address 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: