Generating Principal Registers

Alix
Alix
  • Updated

Learn how easy it is to generate a principal register!

Generating a principal register in Athennian is quick and easy to do! All you have to do is follow these simple steps:

  1. Navigate to the Principals section and click Generate in the left-hand corner of the window - a Supporting Documents window will open up with a list of templates to choose from

  2. Scroll through and check off the desired templates

  3. Click Merge to generate the documents

  4. A blue message will appear at the bottom left of the screen indicating "Generating documents - You'll be notified when it's completed"

  5. Once completed, a new green message will appear stating "Documents successfully generated." The generated register(s) are now viewable in the entity's Documents section.

  6. Navigate to the Documents section

  7. Click on the register(s) to preview, convert to PDF, or open in Word Online.

  8. Alternatively, check the box on the left side of the register(s) and click on X selected at the top to take any other action (such as Move, Rename, Copy, etc)

 

If you would like to learn how to generate shareholder registers or ownership ledgers, please see the additional help article: