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May 10, 2023 Release Notes

Passwordless email authentication, Form Favorites, and more!

Philip MacDonald avatar
Written by Philip MacDonald
Updated over a year ago

✨ New


πŸ”‘ Passwordless email authentication

Agents and their insureds can now access Wunderite without ever creating a password. We added email authentication to verify a user's identity so that they can conveniently and securely access their account without having to manage a password for Wunderite. Learn more by checking out our blog post.


⭐ Form Favorites

When viewing the Forms Library, save commonly used forms across your agency as a Favorite by selecting the ⭐ star icon. Favorites are saved for an entire team: anyone at your agency can add or remove favorites. Take a look at our blog post for more info.


Form Table of Contents

Our legacy Forms Response page had a large table of contents that took up a lot of page space. We re-added the Table of Contents as a dropdown button on our new Forms Response 2.0 page.


βœ”οΈ Fixed


Make disabled and selected radios on PDF forms more obvious

When a form is marked as complete, the PDF styles would update to be disabled. This was confusing for radio question types, because the selected and disabled styles looked almost identical. We made some style changes to make selected and disabled radios more obvious. We use a third-party app for displaying PDFs and are unfortunately limited with how much control we have over the styles of PDFs. We are working on making additional improvements so that selected and disabled radios are even more obvious.


Forms Page complete meter should match Forms Response Page

The percent complete of a form should be the same whether a user is viewing from the Forms landing page or the Forms Response page. Caveat: This has no affect on insureds/end customers. On the Forms landing page, an insured's complete meter will be calculated based on the number of questions assigned to them.


Automatically archive users when a Risk Profile is deleted

Previously, if a Risk Profile was deleted, associated would continue to exist and be stuck in limbo. We updated the delete routine so that when you delete a Risk Profile, all associated insured accounts are automatically archived.


Risk Profile name remains in the breadcrumbs after navigating away from the profile

If an agent navigated to a risk profile, then exited the risk profile and visited another page, the risk profile name would persist in the breadcrumbs in the top nav bar.


Disabled tooltip message for Signature Packets is confusing

In order to send a signature packet, all files in the packet need to be in Ready to Send status. The explanatory tooltip message could be confusing if some, but not all files in the packet were Ready to Send. We updated the language of the explanatory tooltip to be more specific.


Order of Contacts resets after adding a photo

Fixes an issue when an agent adds a photo to a contact on a Risk Profile and the order of contacts resets.


Unable to rename a signature packet by pressing enter

When viewing the rename signature packet modal, agents were unable to confirm renaming a packet by pressing Enter on the keyboard.


When editing a Building, Construction field is erroneously shown as a required field

On a Risk Profile, if an agent tried to edit an existing building, Construction erroneously displayed as a required field, preventing a user from saving the building. Construction should not be a required field.


Annual Sales and Annual Payroll doesn't display for Legal Entity card view

Fixes an issue where Annual Sales and Annual Payroll for a Legal Entity did not display on the card view.


Agent can't update a driver's employee or contractor status

When editing a driver in the Risk Data section of a Risk Profile, changes to a driver's employee or contractor status wouldn't save.


State field on Additional Interest disappears when editing other details

When editing an Additional Interest in the Risk Data section of a Risk profile, the state would disappear.


Signer is completely removed from a signature packet if they don't have a signature field on the first file

If a signer is added to a signature packet, but they don't need to sign the first file, then they should be excluded only from the first file, not the entire packet.


Avatar initials don't update when a user changes their name

If a user changed their name from Account Settings, their avatar initials wouldn't update to reflect the new name.


Contact information on a new Risk Profile is not stored when navigating back on the form

If an agent was creating a new Risk Profile, got to step 2 of the form, added contact information, then navigated back a step, the contact information would be lost. We fixed the issue so the contact information will be stored.


Prepare for Signature button is enabled on a form with no PDF

Currently we only support digital signatures on forms that have a companion PDF. We fixed a bug where the Prepare for Signature button was enabled for forms that had no PDF.


Always display PDF ellipsis menu regardless of PDF status

Previously, the PDF ellipsis menu that displays at the top right of the Forms Response page was tied to the status of a PDF. If a PDF was still loading or if it failed to load, user's wouldn't see the PDF ellipsis. We changed this behavior by disabling the PDF ellipsis and adding an explanatory hover tooltip in the event that PDF is still loading or fails to load.


Support Excel, Doc, PDF, and image file previews in Forms Response

On our legacy response page, if a user uploaded files to the Forms Response page, they could preview the files by clicking on them. We re-added this functionality on Forms Response 2.0.


Can't download Digital Signature packets

Fixes an issue where attempting to download Digital Signature packets would result in an error.


Insureds without Forms Edit permission should have buttons and fields disabled

If an insured doesn't have Forms Edit permission, then buttons and fields should be disabled with an explanatory tooltip. Previously, buttons and fields appeared enabled, but if the insured tried to perform an action, they would receive an error.


Digital Signature: Fix signer select dropdown style issues

Fixes an issue on Digital Signature Prepare screen, where incorrect signer select dropdown styles caused some buttons to be misplaced.

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