Using Athennian: Entities

• Entity Search Bar
• Entity Search Filters
• Entity Search: Favourites

• File Statuses
• Creating a New Entity Record
• Creating a New Contact
• Changing an Entity Type
• Changing an Entity Name
• Duplicating an Entity Record

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• Importing Share/Unit Classes
• Deleting a Share Class
• Creating a New Share/Unit Class
• Share/Stock/Unit Consolidation
• Share/Stock/Unit Split
• Creating and Managing Committees

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• Creating a Principal
• Appointment of Principals
• Removal of Principals
• Updating a Principal's Status
• Principal Order Numbers
• Generating Principal Registers

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• Filtering Affiliations
• Creating an Agent & Link Associated Registrations
• Creating a Responsible Professional
• Creating Other Professionals
• Bulk Edit, Replace, Retire & Delete an Affiliation

• Chart Basics
• Relationships
• Charts: Dynamic legend for Enterprise customers only
• Creating Affiliations from the Interests and Associations Tabs
• Signing Authority (From Associations)

• Understanding Participants

• Generating Documents in Athennian
• Generating a Summary
• Word Online Integration
• iManage Integration
• Google Drive Integration
• File Type Compatibility for Documents in Athennian

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• Bulk Actions for Page Manipulation of PDF Documents in the Minute Book
• Manipulate PDF Documents in the Minute Book
• Add a Custom Cover Page to Your Minute Book
• Uploading Documents to the Virtual Minute Book
• Downloading Documents from the Virtual Minute Book
• Importing Virtual Minute Book Headers

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• Getting Started with Electronic Filings ("EFile")
• Ontario: Incorporation Filing
• Ontario: Initial Return Filing
• Ontario: Notice of Change Filing
• Ontario: Data Extract
• British Columbia: Incorporation Filing

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