Athennian allows users to generate any kind of formation document required to form and incorporate an entity, including government forms as well as constitutional documents such as articles and operating agreements.
To generate formation documents for an entity, follow these simple steps:
- Once the entity is created and all of the core information necessary for the formation of the entity is recorded in the database (i.e. shareholders, directors, officers, share classes, etc.), 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 Formation 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. Formation tab
- Click + Incorporator and select the mandatory incorporator for the entity
- Fill in the various fields, including the dates, names information where applicable
- Note: if a British Columbia or Ontario entity is being formed, there is the option to File Formation (E-file)
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
4. Generated Templates 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
5. Additional Documents tab
- 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 Formation details to complete the task.
- By making this selection, a prompt will appear to choose some key information:
- Select the Formation Date (required) and the Registration Number (if applicable)
- Choose the applicable options that apply:
- Update bring forward date with anniversary of formation date
- Update all classes' created date to formation date
- Confirm pending transactions and update transaction dates to formation date (Related certificates' issuance will be updated to formation date)
-
Confirm incoming directors and update elected dates to formation date
- Note: For this action to work, the directors must be set to Pending status before completing the task. When the task is completed, their status will be changed to Confirmed.
- Create next annual compliance task
- 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: