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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
    4. Viewing the New Client
    5. Client Details
    
    third-parties
    
    Overview
    1. Getting Started
    2. Third Party Types
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    Client experience
    
    Client Portal
    
    smart-idv
    
    Smart IDV
    1. Welcome Screen
    2. Start Verification
    4. Document Selection
    5. Document Capture
    6. Selfie Capture
    9. Confirmation
    10. Error Handling
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    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
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    11. Business Info
    12. Consent
    13. Attestation
    14. Confirmation
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    Overview
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    Loan Management — interest calculation
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    Overview
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    Smart IDV
    
    1. Dashboard
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    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
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    Legal validity of signatures
  - Directory
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  - Accounting
    
    Overview
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    Write-offs & bad debt
    Void, Reverse & Undo
- Profile
  - General
    
    Overview
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    Overview
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    Extensions
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    API
  - My contributions
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    Team members
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    Permissioning
  - Verifications
    
    Verification defaults
    Scoring
  - Critical dates
    
    Critical Date Rules
    Jurisdiction assumptions
  - Billing
  - Templates
    
    Matter templates
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    Overview
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  - Assets
    
    Overview
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  - Compliance
    
    Notaries
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    Community contributions
  - Accounting
    
    Trust accounting
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    Tax rates reference
  - Developers
    
    API keys
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    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

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Overview

Consent

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KYC Mobile Final Review

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13. Attestation

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