In the month of April, Athennian’s product and customer success teams worked hard to bring significant updates to the platform, based on user feedback. We focused on improving the most commonly used features in Athennian: Custom Reports, Virtual Minute Books, Transactions, and Teams.
Ensuring that sensitive information stays confidential
We recognize that you work with sensitive client data and you need to be able to keep it confidential. This is especially true while we work in remote environments that may not be as secure as pre-COVID office cubicles. In addition to encrypting all Personally Identifiable Information (PII), we have also taken an additional step to mask this information within Athennian. Data masking is a process used to protect PII or other types of sensitive information from unauthorized access via obfuscation.
Once you have included information in a field containing PII it will automatically be masked to prevent unauthorized viewing. In order to reveal and/or edit the information you are required to click on the eye icon to expose it.
The following information is masked:
- Date of Birth
- Drivers license
- Passport Number
- SSN / SIN
Switch between Teams easily
Part of more than one team? Easily switch between them on the main page of Athennian.
Save time when searching for Custom Report filters
We've added a Search field in the dropdown of Custom Reports, so that you can type to search for the exact filter you’re looking for. This saves time when building your custom reports.
Navigate Virtual Minute Books (VMB) more efficiently
We've moved the Virtual Minute Book Table of Contents link to at the top of the VMB navigation menu. This makes it easier to find, so that you can navigate your Virtual Minute Book more efficiently. We also upgraded the quality of documents to make for top notch printing.
Filter and find templates easier than before
You can now filter templates by ‘kind’ of document. This makes finding documents faster and more efficient. By using the ‘Template Kind’ filter in Transactions, you can filter out all Certificates so you no longer have to scroll through them when looking for an Agreement, Register, or Ledger.