Skip to content
Athenty Resources
Athenty
Knowledge Base
Documentation
Blog
Search
Ctrl
K
Cancel
Athenty
Knowledge Base
Documentation
Blog
Documentation
Overview
API Guide
Admin Portal
Dashboard
Participants
Overview
Onboarding clients
Overview
1. Getting Started
2. Creating a New Client
3. Handling Duplicates
4. Viewing the New Client
5. Client Details
third-parties
Overview
1. Getting Started
2. Third Party Types
3. Using Third Parties
4. Best Practices
Client experience
smart-idv
Smart IDV
1. Welcome Screen
2. Start Verification
4. Document Selection
5. Document Capture
6. Selfie Capture
9. Confirmation
10. Error Handling
11. Help & Support
smart-kyc
Smart KYC
1. Welcome Screen
2. Document Upload
3. Personal Information
4. Proof of Address
5. Contact Information
6. Selfie Capture
7. Voice Recording
8. PEP Declaration
9. Finantial Deligence
10. Third-party Details
11. Business Info
12. Consent
13. Attestation
14. Confirmation
Matters
Overview
Matter detail
Overview
Overview tab
Overview
Summary
Activity
Participants tab
Overview
Clients
Counterparties
Third-parties
Assigned staff
Accounting tab
Overview
Trust accounting
Disbursements
Billings
Drive tab
Overview
Files
Envelopes
Emails
Shared
Messages tab
Overview
Internal
Client
Workflow tab
Overview
Notifications
Kanban
Due diligence tab
Overview
Searches
Reports
Requisitions
Undertakings
Verifications
Overview
New verification
Verification detail
Smart IDV
1. Dashboard
2. Client Selection
3. Primary Recipient
4. Matter Selection
5. Third Party
6. Review & Send
7. Status
8. Details Overview
9. Profile Details
10. Document Details
11. Biometric Details
12. Compliance Details
13. History
14. Review Sections
Smart KYC
1. Dashboard
2. Client Selection
3. Client Search
4. Review & Send
5. Status
6. Details Overview
7. Profile Details
8. Third-party Details
9. Business Details
10. Document Details
11. Biometric Details
12. Recipeints Information
13. History
14. PEP/HIO
15. Finantial Deligence
14. Review Sections
Envelopes
Overview
New envelope
Bulk send
Envelope detail
Verifying signed PDFs
Directory
Notifications
RON Sessions
Profile
General
Overview
Identity
Avatar
Assets
Security
Overview
Password & 2FA
Sessions
Activity log
Notifications
Persona
Notary
Signature
Credentials
Branding
Integrations
Extensions
Add-ins
API
Settings
Organization
General
Locations
Divisions
Managed lists
Team & Access
Team members
Team member profile
Access levels
Verifications
Verification defaults
Scoring
Billing
Templates
Matter templates
Document templates
Envelope templates
Notification templates
Overview
Notifications
Signatures
Footers
Signature blocks
Signature editor
Assets
Overview
Hardware
Software
Digital
Compliance
Notaries
AML
Compliance & audit
Audit log
Accounting
Trust accounting
Chart of Accounts
Developers
API keys
Webhooks
Integrations
Athenty Protect
Introduction
Getting Started
Features
Athenty Snap
Introduction
Getting Started
Using Snap
Matter Planner
Introduction
Getting Started
Managing Matters
Outlook Add-in
Introduction
Getting Started
Using the Outlook Add-in
Gmail Add-in
Introduction
Getting Started
Using the Gmail Add-in
API Reference
Overview
Requests
Overview
List verification requests
Create a verification request
Get a verification request
Clients
Overview
List clients
Create a client record
Get a client record
Changelog
Select theme
Dark
Light
Auto
Overview
Requests
Section titled “Requests”
Verification requests
