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Mission #2: Entity Records

Lindsay Bushong
Lindsay Bushong
  • Updated March 15, 2022 22:34

Objective: By the end of this mission you will be able to create, search and update entity records.

Steps:

  1. Search and filter for Entities
  2. Create a new Entity from scratch, or a template and add a new address
  3. Change the Entity Status 

Video Tutorial: 

Related articles

  • Mission #3: People Records
  • Mission #1: Getting Started with Athennian
  • Mission #4: Principal Management
  • Mission #6: Securities / Classes & Transactions
  • Mission #5: Agents, Registrations and Annual Compliance

Articles in this section

  • Mission #1: Getting Started with Athennian
  • Mission #2: Entity Records
  • Mission #3: People Records
  • Mission #4: Principal Management
  • Mission #5: Agents, Registrations and Annual Compliance
  • Mission #6: Securities / Classes & Transactions
  • Mission #7: Generating Documents, Integrations, and Signatures
  • Mission #8: Virtual Minute Book
  • Mission #9: Custom Reports
  • Mission #10: Administrator
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