We’re excited to share the latest updates to the Athennian platform, designed to enhance your workflows and streamline your experience. Here’s what's new:
What’s New
Custom Reports: New “Is Blank” Date Filter
Custom Reports now features a new "Is blank" filter for date fields, allowing you to include records where a date has not yet been set. This enables more accurate point-in-time reporting by ensuring ongoing or incomplete records are not excluded from your results.
Availability: All customers.
Minute Book: Control "Generated Securely by Athennian" on Downloads
Admins can now remove the "Generated securely with Athennian" footer stamp from Minute Book PDF downloads, giving you greater control over your document presentation and allowing for clean, unbranded files.
To establish a firm-wide default, simply navigate to Settings > Preferences and check the box to remove the watermark. While this sets the baseline, individual users retain the flexibility to toggle the stamp on or off directly within the PDF export modal on a case-by-case basis.
Availability: Customers on the Enterprise plan.
Document Automation Enhancements
Standard Templates: Aligned with Entity Overview Terminology
We’ve updated our standard Corporate Summary and Entity Summary templates to ensure the hard-coded text labels perfectly match the data field terminology used in the platform's Entity Overview.
What Changed?
| Template Name | Previous Label | New Label |
| Corporate Summary | Corporate Number | Entity Registration Number |
| File | Client Number | |
| Entity Summary | Registration Number | Entity Registration Number |
| Client Number | Client Number (Unchanged) |
Action Required?
Optional: If your team manages custom templates and you wish to mirror these terminology updates, you can simply rename the text labels within your custom templates to match. No code or structural syntax updates are required.
Availability: Automatically included for all customers utilizing our Standard Template packages.
Bulk-Document-Generation Workflow: Word Output
You can now select Word (.docx) as an output format when generating bulk documents through template packages, giving you more flexibility to review and edit your combined documents post-generation.
Availability: Included in the Enterprise plan.
Document Coding: Conditional IF Logic via PDF ConfigFiles
PDF Configuration Files now support {#if} conditional blocks for dynamic variable assignment, bringing parity with Word Configuration Files so a single logic update propagates across all connected PDF templates instantly.
No action required: This update is now available to all citizen coders in Athennian.
Document Coding: Content-Aware [OR] Operator Fallback for Collections
The || (OR) operator now automatically skips empty collections and falls back to the next available source, eliminating the need for manual .count or .length gatekeeper logic when coding complex data blocks.
No action required: This update is now available to all citizen coders in Athennian.