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Add Registrations to an Entity

Nonto
Nonto
  • Updated

Easily add Registrations to an entity in Athennian with simple, streamlined steps, including the relevant numbers, dates, and affiliations.

Overview

The Registrations section allows users to record and manage an Entity's foreign qualifications, extra-provincial registrations, or any other registrations. This feature helps centralize all registration-related information, including dates, affiliations, and supporting documents, for comprehensive record-keeping and easy access.

Availability: All customers.

Add a Registration

  1. Navigate to the desired Entity
  2. Click the General section on the left-hand side of the screen
  3. Click the Registrations tab
  4. Click the blue + New button in the top right-hand corner
  5. A Registration modal will appear with four tabs: Details, Dates, Affiliations and Documents

Details

  • Fill out the following mandatory fields:
    • Registration Type: Select from the dropdown menu:
      • Foreign Qualification
      • EP Registration
      • Business Names
      • Trademarks
      • Translations
      • Assumed Names
      • Licenses
      • Property/Land
      • Other
        • If selecting Other, choose an existing type from the Custom Registration Type dropdown or click Manage Custom Registration Type to add a new entry
    • Country: Select the relevant country from the dropdown menu
    • Region: Select the specific region or province from the dropdown menu
    • Name: It defaults to the entity name, or click on the Assumed Name checkbox to enter a different name
    • (Optional) Add any additional information, such as:
      • Responsible Office (select an existing one from the dropdown or click Manage Responsible Offices to add a new entry)
      • Client Number, Matter Number
      • Registration Number, Company Registry Id, File Number, Applicable Number
        • Note: For Property/Land Registration, fields are Ownership %, Property ID, Assessment Roll Number
      • Instructions (select an existing one from the dropdown or click Manage Instructions to add a new entry)
      • Notes
        • Replaced by Legal Description for the Property/Land Registration

Dates

  • Add any relevant dates:
    • Registration Date, Registration Expiry
      • Note: For Property/Land Registration, dates are Acquired Date, Sold Date
    • Cancelled Date, Last Filed Date, Bring Forward Date
    • Note: A Bring Forward Date is required to be able to create a compliance task or reminder from the Registration
      • Select Create compliance task or Create compliance reminder if needed

Affiliations

  • Add any affiliations by clicking the + Add Affiliation button
  • Select whether to add a Person or an Entity

Affiliation: Person

  1. Click on Person
  2. In the Select Person modal, to add an existing person profile, type their name in the Search bar
  3. Click on the name of the person (a green tick will appear next to their status)
  4. Alternatively, to add a new person, click on the + Add person on the top right-hand corner of the modal
    • In the New Person modal that appears, enter the mandatory First Name*, Last Name* and select Link with Access Groups* from the available dropdown
    • Fill in the other optional details required
    • Click the blue Create button in the right-hand corner to confirm
  5. Click on the blue Confirm button in the bottom right-hand corner
  6. The Add Affiliation modal will appear, select the mandatory Type* (Agent, Contact or Responsible) and Role* from the dropdowns available
  7. Select any other optional details required
  8. Click the blue Add button to confirm
  9. Click the blue Create button in the bottom right-hand corner to finalize 

Affiliation: Entity

  1. Click on Entity
  2. In the Select Entity modal, to add an existing entity profile, type the name of the entity in the Search bar
  3. Click on the name of the entity
  4. Alternatively, to add a new entity, click on the + New on the top right-hand corner of the modal
    • Enter the mandatory Entity Name* and select Link with Access Groups* from the available dropdown
    • Fill in other optional details as required
    • Click the blue Create button in the right-hand corner to confirm
  5. Click on the blue Confirm button in the bottom right-hand corner
  6. The Add Affiliation modal will appear, select the mandatory Type* (Agent, Contact or Shared Address) and Role* from the dropdowns available
  7. Select any other optional details required
  8. Click the blue Add button to confirm
  9. Click the blue Create button in the bottom right-hand corner to finalize 

Documents

  • Attach any relevant documents by clicking the + Add Documents button
  • In the Select documents to link to Registration modal, select the applicable document by checking off the corresponding box
  • Click the Link to Registration button

Confirm and Create

  1. Review the information to confirm all necessary details
  2. Click the blue Create button to save the new registration
  3. A green notification will appear at the bottom left of the screen confirming Registration created successfully

The new registration will appear at the bottom of the Registrations tab. Scroll down to the bottom of the list or use the Search bar to find it.

Video Instructions