Enhance your entity records by establishing detailed relationships with external organizations or individuals who provide services or hold key affiliations.
Overview
Other Professionals are organizations or individuals who maintain a professional relationship with an entity, such as service providers, banks, auditors, or opposing counsel. Establishing these connections in Athennian ensures comprehensive record-keeping and easy access to contact and role information.
Availability: All customers.
Navigate to the Other Professionals Section
Navigate to the desired Entity
Select the Relationships section
Proceed to the Affiliations section
Click on the blue + New button in the top right-hand corner
In the drop-down list available, click on Other Professional
Input Professional Details
Once the new page loads, input the required data using the four available sections.
Details
Select the PROFILE TYPE
Click on + Add Profile drop-down (Entity or Person)
Use the Search bar to search and select an existing profile to add
If the profile does not exist, click the +Add person button at the top right-hand corner of the box to create a new profile
In the New Person modal that appears, fill in the mandatory First Name*, Last Name* and Link with Access Groups*
Add any other additional information required and click the blue Create button to confirm
Add Addresses
Click the + Address button
If an address is already associated with the profile, select an existing address and click the Apply button
To add a new address, click on +New
In the Profile Address modal that appears, select the mandatory Address Type* from the available drop-down
Enter all other necessary address information required and click the blue Create button in the bottom right-hand corner
In the Select Address modal that appears, select the checkbox of the added address and click the blue Apply button
Role
Click on + Add Role
In the Add Role modal that appears, head to the Title* field to enter the professional's title
From the drop-down menu, select the professional's type:
Accountant
Auditor
Banker
Liquidator
Opposing Counsel
Creditor
Fill in any other remaining details
Click Create
Documents
Click on + Add Documents
Select any relevant Documents to link to the affiliation, if applicable
Click on Link to affiliation
Finalize Creation
Once all information is confirmed as accurate, click the blue Create button at the bottom right-hand corner of the box