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Generate Principal Registers

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Learn how to generate a Principal Register in Athennian.

For details about generating Securities Registers or Ledgers, see Generate Securities Registers and Ledgers.

Overview

Principal Registers are generated documents that summarize an Entity's key management roles. Users can generate these documents with historical data by applying an As-At Date, download them, or immediately add them to the Virtual Minute Book. For details on other document types, see the article Generate Securities Registers and Ledgers.

Availability: All Athennian users with access to the Principals section of an Entity.

Generate the Register

  1. Select the Entity of choice

  2. Navigate to the Principals section

  3. Click the Generate button located at the top middle of the screen

  4. The Supporting Documents modal will appear showing all available templates

  5. Click on the As-At Date field to select a historical date for the generated document

  6. Select the Registers templates to generate by clicking the checkbox on the left

  7. If the template is in Word but PDF is preferred, select the checkbox Convert Word to PDF located at the bottom left of the modal

  8. Click Merge to generate the document(s)

Note: If the As-At Date field is left blank, the document will generate as of today's date.

Access and Manage the Document

  1. In AthennianSign, click + Add Signature at the top center of the screen to create a signature block

  2. Drag and drop the signature block to the appropriate location in the document

Assign Recipients

  1. A notification will appear stating Documents successfully generated

  2. Navigate to the Documents section to view the newly generated Register

  3. Click on the document name to open and view the document in Athennian

  4. If the document is in Word format, click Open in Word Online in the top right to edit and save the document

  5. For additional options (e.g., Convert to PDF, Move, Rename, Download), select the document by checking the box on the left-hand side, and then click on the # selected dropdown at the top of the page.

Video Instructions