Using Athennian: Entities

• Custom Fields: Editable Columns on Entities table
• UI Update: Entities View
• Entity Search Bar
• Entity Search Filters
• Entity Search: Favorites
• Entity List Column Customization

• Create a New Entity Record
• File Statuses
• Upload ALF Cards to Athennian
• Duplicating an Entity Record
• Combine Entity Records
• Delete an Entity Record

• Entity Audit Trail
• Custom Fields: Entities
• Filter Registrations by Custom Registration Type
• Entity Overview Customization
• Create a New Contact
• Change Entity Name (without a Task)

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• Create and Manage Committees

• Creating a Principal
• Appointment of Principals
• Removal of Principals
• Update a Principal's Status
• Filters for Principals
• Generate Principal Registers

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• Use the New Structure Chart Tool
• Chart Basics
• Structure Charts Time Machine
• Show or Hide Capital Classes in Charts
• Hiding Entity Levels in Structure Charts
• Exported Charts Save to Documents Section

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• Understanding Relationships
• Filters for Affiliations & Associations Lists
• Creating an Agent & Link Associated Registrations
• Creating a Responsible Professional
• Creating Other Professionals
• Creating Relationships from the Affiliations and Associations Tabs

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• Use Adobe Sign for eSignatures
• Understanding: Generating Documents in Athennian
• Generating a Summary
• Bulk Document Generation
• Word Online Integration
• iManage Integration

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• Upload Videos to the Minute Book
• Sort Files and Headers in the Minute Book
• Creating Virtual Minute Book Headers/Tabs
• Import Minute Book Headers
• Uploading Documents to the Virtual Minute Book
• Downloading Documents from the Virtual Minute Book

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• Getting Started with Electronic Filings ("EFile")