Following our recent UI updates to entities and documents, we’ve been actively implementing customer feedback to enhance functionality and improve efficiency. Here are the latest updates now available in Athennian:
Entity - Overview
- Principals in the entity overview now display accurately based on entity type.
- Users can highlight and copy text from sections like entity notes and contact cards using the Copy Text icon.
- Outstanding and balance amounts for holdings in the entity overview display as expected.
- The entity’s full name is now listed in the overview, and a Copy Text icon has been introduced.
- All text and section headers in the entity overview are now left-aligned.
- Entity note formatting has been improved, and the Created Date appears alongside the note priority level.
- When an Entity Note is set with "Controller" as the reason, the Record Date automatically populates in ISC Registers.
Entity - General
- All Text Area elements (e.g., notes, descriptions) are fully expandable and scrollable for read-only users.
- The Company Group dropdown in the Details page is searchable, and updates made to this list will synchronize automatically.
- Unchecking the Profession checkbox under the Details page correctly sets the value to empty.
- Compliance page headers and titles have been refined to display all necessary information.
Documents
- Athennian e-signed documents will retain their e-signature when downloaded.
Other Sections
- The Edit Role modal on the Affiliations page opens successfully for affiliation records.
- The New Class modal loads correctly for entities with a standard Certificate Template set as default in the Compliance page.