Use Entity Templates to streamline creating similar Entity records.
Overview
Entity templates let you 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.
Open any Entity Record
In the top-left corner of the profile, open the File Status dropdown
Select Template
This Entity is now a Template and will be available for reuse when creating future records.
Create an Entity from a Template
Navigate to the Entities tab
- Click on the + New to the right-hand side of the screen and select Entity from Template from the dropdown
In the Create Entity from Template modal, select the template(s) you wish to use
Click Select
Use the Link with Access Group(s) dropdown to assign the relevant Access Group(s) to the record
Enter the New Entity Name
(Optional) Select:
Copy Minute Book Structure
Copy Folders and Documents
- Click Create Another to create more than one Entity record
Click 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.