Learn how to bulk appoint directors, officers and directors.
Athennian allows you to appoint a principal to multiple entities simultaneously, and here's how:
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Navigate to the People tab;
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Select the record of the person you would like to appoint to multiple entities;
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Navigate to the person's Interests tab;
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Click on the + New button at the top of the screen to create the new affiliations;
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A new window will pop up prompting you to enter the information on the entities for which you would like to appoint the person, as well as his titles and address;
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In section 1. Profile, confirm/add the person's information;
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In section 2. Entities, add as my entities as you like by selecting + Entity and choosing the entities;
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In section 3. Titles, add the titles and election dates, and fill out the remainder of the fields as necessary - you can follow the instructions set out in this help article to learn how to enter principal appointment information in Athennian;
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In section 4. Address, confirm that the address is accurate;
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In section 5. Review, review that the information you've entered is accurate, and then select Create;
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In the Interests > Principal tab of the person's record, you will see all of the new affiliations you've just created;
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Click Export at the top of the list to export the list of affiliations to a CSV file on your computer.
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Follow the steps listed in the Generating Supporting Documents portion of this help article to generate the supporting documents in each of the new entities.