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Generating Principal Registers

Victoria
Victoria
  • 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 Principal Register in the top right 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. Click View Documents Now to be redirected to the newly generated registers in the Documents section;

  5. Click on the registers to preview, convert to PDF, or open in Word Online.

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

Generate Registers / Ledgers