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Entity Templates

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Use Entity Templates to streamline the creation of similar Entity records.

Creating Entity templates allows you to quickly generate new records that inherit consistent structural and compliance details. This is especially helpful when managing a high volume of Entities with shared characteristics.

Availability: All customers. No special access required.

What Entity Templates Do

Entity Templates duplicate key structural and compliance data into new Entity Records—saving time and ensuring consistency. The following are not copied over:

  • Registration numbers 

  • Transaction records

  • Document files

Create an Entity Template

Note: Only Administrator or Office-Admin roles have the permission to create Entity Templates.

  1. Open any Entity Record

  2. In the top-left corner of the profile, open the File Status dropdown

  3. Select Template

This Entity is now a Template and will be available for reuse when creating future records.

Create an Entity from a Template

  1. Navigate to the Entities tab

  2. Click on the  + New to the right-hand side of the screen and select Entity from Template from the dropdown 

  3. In the Create Entity from Template modal, select the template you wish to use

  4. Click Select

  5. Enter the New Entity Name

  6. (Optional) Select:

    • Copy Minute Book Structure

    • Copy Folders and Documents

  7. Click Select Another to create more than one Entity and redirect you to its profile

  8. Use the Link with Access Group(s) dropdown to assign Access Groups

  9. Select Create

Athennian will generate the new Entity and redirect you to its profile.

What Information is Inherited

The new Entity will inherit the following data from the Template:

  • Entity Type

  • Home Jurisdiction

  • Public/Private Status

  • Minimum and Maximum Number of Directors

  • All Addresses and Agents (including creation dates; names may need to be updated)

  • Principals/Controllers, Addresses, Election/Appointment Dates, Titles, and Status

  • Share Classes (excluding creation date)

  • Default Currency

  • Annual Compliance General Information

  • Registrations and Filing Dates (registration names may need to be updated)

  • Overview of Articles

  • By-Laws and related signing authority details

  • Tasks and Created Dates

If selected, the following are also copied:

  • Minute Book Structure

  • Folders and Documents

Edit or Remove an Entity Template

  • Edit: Open the Template Entity and make the necessary changes

  • Delete: Change the File Status of the entity to Delete

Entity Templates are listed alongside other Entities on the Entities tab.

Video Instructions: