This article provides steps on how to create a New Agent and link Registrations in Athennian.
To create a new Agent, navigate to the Relationships > Affiliations section of the entity and click on the + New button on the top right corner then select Agent.
1. Details
Click on the Profile Type dropdown and select either Entity or Person. Click + Add Profile to select the profile. Alternatively, click New to create a new Person or Entity Record if the Agent is yet to be created in the application.
Enter any notes on the agent in the Notes field.
2. Addresses
Click on + Add Address to select an address for the agent and click on Apply. If none exist in the application, click on + New, enter the address information and click on Create.
3. Roles
In this tab, click on + Add Role then select what type of role the agent has either as an Attorney of Service, Address for Service, Agent for Service, Registered Agent, etc.
If they have a custom title, create a new title in the Custom Title field or leave it blank if not applicable.
Enter the Effective Date and move to the next tab or click on + Add role to add additional roles they play if applicable.
4. Registration
Click on + Registration, select a registration and click on the Apply Button.
Note: A new Registration cannot be created from the Affiliations section. A registration would need to be created first to link an Agent to it.
5. Documents
Click on + Documents to add any relevant documents if applicable (select the documents and click on Link to Affiliation).
If satisfied with the data inputted, click on the Create button.
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