Streamline your entity management by duplicating existing Class structures across your records in just a few clicks.
Overview
The Import Class feature allows for the rapid duplication of Class details from one Entity to another. This tool minimizes manual data entry and ensures data consistency across the Athennian platform.
Availability: All customers.
Import a Class from an Entity
From an Entity record, navigate to the Securities section and select Classes on the left side of the screen
Note: If the Entity is new or lacks existing records, the Classes tab displays "No records to display"
Click the blue + New button in the top right-hand corner and select Import from Entity from the dropdown options
In the Select Entity modal that appears, select the applicable Entity containing the source Class
In the Create Class from Import modal, check the box/es for one or more Classes to import
Click the blue Select button at the bottom right-hand corner of the modal to finalize
The imported class will then appear in the list of the Classes section