Athennian allows users to generate any kind of document required via a General type of task!
To create the task and generate documents for an entity, 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 General 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. General tab
- Fill in the required dates (Resolution Date, Effective Date, Reference Date)
- Fill in any necessary 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
- The task status will be updated to Completed
- Finally, Save your changes and Close the task
Video Instructions: