This article focuses on Generating Documents in Athennian. For more information regarding other possible exports, check out Overview: Extracting Data from Athennian.
Documents in Athennian will pull data from an Entity or Person record and populate that detail into a Word or PDF document. These documents are coded to pull this data using Document Templates are required to be coded to pull the specific data required.
Document Templates might be Standard Templates (included), or Custom Templates created specific to your organizational requirements. Many Document Templates are also configured to be available only for specific jurisdictions or record types, so not all documents will be available for all records.
Examples of available documents include, but are not limited to:
Entity Documents
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General > Overview Section
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Principals Section
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Securities > Ownership Section
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Relationships > Affiliations or Associations
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Task Documents
Many Standard Template Documents are only available through the creation of a Task, including:
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Formation & Organizational Documents
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Change of Principal Documents
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Securities Transactions Documents
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Merge / Amalgamation Documents
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People > Associations
It is also possible to generate Documents for a specific Person record in Associations:
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For more information about generating documents, check out:
- The Document Generation video on the Introduction to Athennian Tutorials
For more information about Coding Documents, check out:
- Document Automation section with many detailed articles regarding coding
- Video: Introduction to Document Automation Coding is a great place to start