Creating an Agent & Link Associated Registrations

Alix
Alix
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We’ll be rolling out improvements to this area, and the workflows it includes, on October 12th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.

This article provides steps on how to create a New Agent and link Registrations in Athennian.

 

To create a new Agent, navigate to the 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 field and select either Entity or Person. Select the Agent's Profile or click on 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 + 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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