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 {{, you can trigger the dynamic field options, making it effortless to populate your templates with dynamic content.
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.

• 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.

Thanks, 

Your Accountable Team

Hey everyone 👋,

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. 

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. 

2. Improved Downloaded Policy Design 📄 

Now, when policies are downloaded, they feature the same style you are used to seeing in your browser. These downloaded policies are more professional and design-forward than ever before. 

3. Policy Logbook/Audit Trail Available for Download 🔎 

Try these improvements out & let us know what you think! ✍️

Thanks, 

The Accountable Team 

We have made an improvement to the incident reports inside your dashboard! You are now able to chat with other users in the Notes section at the bottom of the incident reports! 

Admins will now receive a monthly training report email for HIPAA, Security Awareness, and Company Training! The report will be sent on the 1st of every month or the following business day if the 1st falls on the weekend.

Admins now have more options to choose from when exporting a CSV file:

1. The last 12 months

2. The 3 previous calendar years (2022, 2021, & 2020)

Previously, the only way to sign a document inside of Accountable was to draw your signature. We have now introduced an option to leave your signature by typing it too!

Admins can now change the category of an uploaded policy!

• Pagination is introduced for the policies table
•  The table overview is the same for uploaded and customizable policies
• Admins can add or edit a framework (HIPAA or SOC2) to an uploaded policy
• Admins can view a logbook for an uploaded policy that tracks title changes and published status
• The policy flow is now 3 levels deep (Policies > Personnel > Code of Conduct Policy)
• Version control and the logbook are simplified.
• A logbook serves the purpose of retrieving previous versions of a policy. Although Admins cannot modify or publish an older version of a policy, it will display the version numbers detailing what previous changes were made. 
• Each version is displayed on an individual page, which informs the viewer about what changes have been made.
• Optimized design when viewing policies from tablets and mobile phones.

You can now create a custom domain for your Privacy Center in three simple steps!

How It Works:

1. Admin can fill out the custom domain form on the Privacy Center Setup page

2. You can then point your custom domain to Accountable at your Domain name provider

3. Your custom domain will be live within 24 hours