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Athenty Knowledge Base Documentation Blog

Athenty Knowledge Base Documentation Blog

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Documentation
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    Overview
    
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    Overview
    1. Getting Started
    2. Creating a New Client
    3. Handling Duplicates
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    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
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  - Verifications
    
    Overview
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    Smart IDV
    
    1. Dashboard
    2. Client Selection
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    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
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    Verifying signed PDFs
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    Overview
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    Notary
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    Extensions
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    General
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    Team members
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    Verification defaults
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  - Templates
    
    Matter templates
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    Notification templates
    
    Overview
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  - Assets
    
    Overview
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    Notaries
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  - Accounting
    
    Trust accounting
    Chart of Accounts
  - Developers
    
    API keys
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- 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

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Settings ▸ Notaries

This page documents Settings ▸ Notaries in the Athenty admin portal.

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

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