Skip to content

Athenty Resources

Athenty Knowledge Base Documentation Blog

Athenty Knowledge Base Documentation Blog

Select theme

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
- Athenty 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
- Clients
Changelog

Select theme

On this page

Overview

On this page

Overview

Settings ▸ Assets ▸ Digital

This page documents Settings ▸ Assets ▸ Digital in the Athenty admin portal.

Stub. Full documentation for this settings area is in progress.

Previous
Software Next
Notaries

© 2026 Athenty Inc. · All Rights Reserved.

Privacy Policy Terms of Service Contact athenty.com