Hi everyone!
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We're excited to announce new updates to help you manage your HIPAA policies:

📝 Enhanced Policy Administration

• For admin, policies are now neatly divided into draft and published sections for easy navigation and helping you in your policy creation and review process.
• For other team members, policies are spit up between to be reviewed and reviewed policies.
• Search policies by title. No more hunting through endless lists!
• Filter policies by team progress and personal review status to pinpoint the policies you need quickly.

👥 Team Review Insights

• Quickly see which team members have reviewed policies and who hasn't.
• Send reminders individually or in bulk to team members who need to review policies.

🔐 Simplified subaccount access

• Granting or revoking access to subaccounts from wherever you are.

🚀 Speedy Policy Reviews:

• Complete policy reviews in a flash with the Agree and Go to Next Policy button. Say goodbye to unnecessary clicks.

Hi there,

We're excited to introduce a significant enhancement that empowers our staff: Anonymous Incident Reporting.

We understand the importance of fostering a safe and transparent environment. To support this, staff can now submit incidents anonymously. This feature ensures that everyone feels comfortable reporting issues or concerns without fear of retaliation.

If you have any questions or need guidance on using this feature, please don't hesitate to reach out.

Hi there,

A few small organizational updates:

1. Risk Questionnaire Responses
Responses related to risk questionnaires involving third parties have been relocated under the Third Party sidebar. This streamlines your workflow, making it easier to manage and review responses in context.

2. Name Change: Contracts to Agreements
We've simplified terminology by renaming "Contracts" to "Agreements," aligning it more closely with the broader range of relationships you can manage. Additionally, Agreements are now housed under the Third Parties section, providing a more cohesive and intuitive structure.

Hi there,

We have some exciting updates to share that will improve the clarity and organization of our platform:
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1. Vendor Renamed to Third Party: To better reflect the diverse relationships of your third party relationships, Vendor has been renamed to Third Party because it encompasses not only vendors but also partners and clients.

2. Simpler navigation. To streamline your workflow, you can now initiate a Risk Questionnaire under the "Third Parties" section. This adjustment provides a more intuitive structure for managing your incoming risk questionnaires within the context of your third-party relationships.

Hi there,

Enhanced People Overview to simplify the onboarding and off-boarding process.

What's new:
For Onboarding team members:

• Filters: Find team members with role and status filters.
• Sorting: Sort by name or last invite sent on.
• Individual and bulk actions: Resend invites and offboard

For Offboarded team members:

• Filters: Easily locate offboarded members by role.
• Sorting: Sort by name or offboarded date.
• Individual and bulk actions: Re-onboard or delete members
  ​

Hi there,

We've made a handful of exciting updates & enhancements to contract management with Accountable.

1. Draft Status: Admins can edit contracts without sending them, allowing for revisions.
2. Initiate New Contracts: Create contracts directly from the Contacts page, centralizing contract management.
3. Non-Sign-In Signing: Vendors and subcontracts can sign contracts without the need to sign in or create an account.
4. Expiration Date: Contracts auto-expire after 14 days, ensuring a secure and timely closure.
5. Informative Banner: Admins are reminded to assign a signatory and ensure their signature before creating any contract.

Enjoy these enhancements for efficient contract management. Share your feedback!

Hi there,

Exciting news! We now support sending and signing Data Processing Agreements (DPA) to help you comply with GDPR legislation.

Here's what you need to know:

1. Copy Accountable's DPA Template
   Easily copy a DPA template from our Accountable template library, saving time and ensuring compliance.
2. Bring Your Own DPA
   Incorporate your own customized Data Processing Agreement seamlessly into our platform, maintaining consistency with your existing documents.
3. Sign Without Account Creation
   Signees can sign DPAs without creating an account, simplifying the process for all parties involved.

Streamline your GDPR compliance efforts with our new DPA support. Share your feedback; we're here to assist you!

Hi there,

Greetings everyone! We have some updates to share about our template management functionality. Here's what's new:

1. Contract Management: A new tab has been added that will consolidate features related to managing contracts such as BAAs.
2. Account-Based Templates: Depending on your account type, the template library will display the relevant options. For Business Associate (BA) accounts, two templates are available (BA -> CE and BA -> Subcontractor). Covered Entity (CE) accounts will see a single template (CE -> BA).
3. Standardized Naming: To ensure clarity, we have standardized the terms used for the sender and receiver of the contract. They are now referred to as Originator and Recipient, respectively.
4. Sorting and Filtering Options: You now have the power to sort templates based on creation date, last updated, or alphabetical order. Additionally, filter templates by category.
5. Filter by Recipient: To simplify template selection, you can filter templates by recipient, including Subcontractor, BA, or CE.
6. Choose a Template Recipient: the template recipient can only be modified during the initial creation of the template. This ensures accuracy and consistency in your contract management.
7. Informative Banner: A banner has been added to aid in distinguishing between BA, CE, and Subcontractor, providing instant clarity when selecting templates.
8. Dynamic Fields Integration: Dynamic fields are now seamlessly integrated into the menubar and toolbar. By simply typing
9. Template Creation: Admins now have the ability to create new templates from scratch, giving you greater control and customization options. Additionally, copying and pasting from Word or Google Docs supports formatting, ensuring a seamless transfer of content.

We believe these updates will greatly enhance your template management and streamline your document creation workflows. Give them a try, and please don't hesitate to share your feedback or reach out if you have any questions.

Thank you for being a valued member of our platform! ✨

Hi there,

We have an exciting new feature to announce! With our latest update, you can now add custom roles to your organization's account. Here are some highlights of this new feature:

• Custom Roles: Add a custom role that is scoped down per account level, meaning multiple clients can use the same role name. Each account can create a role and modify permissions freely.
• Default Roles: The permission level of the 5 default roles (Admin, PO, DPO, Employee, Subcontractor are not modifiable by the client.
• Customized Invite Email: When inviting a user with a custom role to the platform, the email is customized with the custom role information.
• People Overview: The new role can be viewed on the people overview page for easy tracking and management.
• Responsive Design: The role management page is now designed to be responsive on mobile and tablets.
• Assigned to Dropdown: Custom roles can be included in assignee dropdowns. For example, for a custom "manager" role that should be able to be assigned a task, the role permission should include the "update" flag for the "tasks" feature.
• Grouped Permissions: To simplify the role management settings, some features in the application have been grouped under a single feature name. For example, the "settings" permission level includes permission levels for "notifications", "company", "account", etc.

🎯 To add a custom role, navigate to Settings > Company > Roles.

We hope this new feature will make it even easier for you to manage your organization's roles and permissions.

As always, please let us know if you have any feedback or questions. Thank you for using our platform!
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Thanks,

Your Accountable Team

Hi there,
​

We've been hard at work improving one of our most used features - Policies and Procedures. In the past month, three great improvements have been released that make it easier for you to get the most out of this feature.
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1. Individual Policy Download 📥

Users can now download policies individually rather than automatically exporting all. You may still choose to export all - but you can also export them one by one, as needed.
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2. Improved Downloaded Policy Design 📄

Now, when policies are downloaded, they feature the same style