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AI in Sections: Use AI to Create and Update Principals

Nonto
Nonto
  • Updated

Enhance your legal entity management and streamline updates to your corporate records by leveraging Athennian’s AI-powered principal updates.

Overview

Athennian's AI functionality can suggest changes to your entity's principals based on documents you upload to the Principals tab. Instead of manually inputting changes, the AI will suggest relevant edits, and you can verify and file them in just a few clicks.

Availability: Customers who have purchased the Athennian AI add-on. Contact your CSM if you're interested in using this feature.

Important: This functionality is only available to users who are granted access to Athennian AI.

Upload a Document with AI in Principals

  1. Navigate to the entity that needs a document uploaded
  2. On the left side of the screen, select Principals
  3. Click the Upload with AI button in the top right corner of the screen
  4. In the Upload files modal, drag and drop up to 100 files or choose Upload from device
  5. Select the document(s) from your computer to upload
  6. Click the blue Confirm button in the bottom right corner

Review and File Changes

  1. Navigate to the top of the Principals screen
  2. Click on the Principals pending review dropdown
  3. Select any uploaded document to open the Principal Review modal. You will see two tabs on the right: Details and Principals.
  4. Under the Details tab:
    • Review the mandatory Document Name and make any necessary changes. Check and update the Effective date, Description, and Notes.
    • In Profile Details, verify the correct Entity profile and choose either Minutebook or Documents as the storage option for the document
  5. Under the Principals tab:
    • The system displays Principals detected in your document. Review and mark profiles as "Approved". Those selected will be updated when filing.
    • For each principal, click their dropdown. If a person's profile already exists, click the "Link" icon on the right of their name to select their existing profile in the Select person modal. If not, click the + Add person button to create a new profile and then Confirm.
    • Review and update Role, Title, Custom Title, Start Date, and End Date as needed
    • To approve or decline the Principal, click the yellow "For Review" flag icon and choose either the green "Approved" or red "Declined" icon
    • Alternatively, use the Approve all or Decline all buttons at the top right of the modal. Make sure all principals are either "Approved" or "Declined".
  6. When finished, click the blue File button. A green message will confirm the filing was successful, and the document has been filed in the entity's Minute Book or Documents, per previous instructions.

Review the Updated Principals Tab and Documents/Minute Book

  1. On the Principals tab, scroll through the list to review the new or updated principal records
  2. Select Minute Book from the left-hand menu to review the filed document, if this was the option selected when filing or go to the Documents section
  3. Navigate to Relationships > Affiliations to review the updated record there as well

Video Instructions