Bulk Removal of Principals

  • Updated

Learn how to bulk or mass resign officers, directors, managers or other principals from multiple entities.

Athennian allows you to remove a principal from multiple entities simultaneously, and here's how:

  1. Navigate to the People tab;

  2. Select the record of the person you would like to remove from multiple entities;

  3. Navigate to the person's Interests tab;

  4. Check the box next to the affiliations you would like to modify;

  5. In the blue banner that appears at the top of the screen, select Change Status and then select Outgoing from the dropdown list - notice that the Start Date and End Date fields are empty in the blue banner;

  6. In the new window that pops up, select the Reason for the removal, select the End Date, and then add any additional Notes as necessary;

  7. Select Confirm - notice that the End Date in the blue banner has been updated;

  8. Select Apply at the far right of the blue banner - notice the principal's status update and End Date update in the list;

  9. In the Interests > Principal tab of the person's record, you will see the new Outgoing status of the principal in each of the affiliations;

  10. Follow the steps listed in the Generating Supporting Documents portion of Removal of Principals help article to generate the supporting documents for the removals in each of the entities.