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June 5, 2023 Release Notes

Passwordless Digital Signature, Search Personal Risk Profiles, and more

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

New


Passwordless Digital Signature

Extends passwordless email authentication to Digital Signature. When preparing a file for signature, agents can now invite new customers to sign. Previously, users had to already exist as a collaborator on a Risk Profile in order to be added as a signer. For more information, check out our walkthrough video.


Search Personal Risk Profiles

Adds the ability to search Personal Risk Profiles.


Remove the password prompt for new customers

In our May 10, 2023 release, we added passwordless email authentication. However, on first login, customers still had the opportunity to opt-in to create a password for their account. To avoid confusion, we removed that step entirely. End customers can still opt-in to use a password from their Account page if they like.


Authenticate existing users with passwordless email when they receive notifications

In our May 10, 2023 release, we added passwordless email authentication for newly invited users. However, if an existing clicked a link in an automated email notification (e.g. if they were assigned to a form), they were prompted to go through the standard login flow. We updated the email notifications so that existing users are automatically authenticated via email when they click on a link in an email notification.


Automatically regenerate magic links when they expire

If an existing user clicks on an expired link from their email inbox, we used to prompt them to re-enter their email address. We updated the magic link flow to automatically email a new magic link if a user clicks on a


✔️ Fixed


Dropdown changes position on select

Fixes an issue where dropdowns would initially display left-aligned and then "jump" to right-aligned.


Changing form status on Forms page does not reflect on Forms Response page until the page is refreshed

If a user marked a form complete/incomplete on the Forms page, then navigated to that form, the status of the form would not reflect accurately until the user refreshed the page.


Adding a form to a risk profile doesn't update the form count on the sidebar

If a user added a form to a risk profile, the form count in the sidebar navigation wouldn't update until the user refreshed the page.


Forms Quick Start mobile improvements

Updates some styles on Forms Quick Start Mobile, making it easier to search and view profiles.


User needs to double-click questions on Forms Response page (iOS)

Fixes an issue where users filling out forms on iPhones and iPads had to double-click on question inputs.


Date field is not autofilled with current date

Sometimes the date field wouldn't autofill with the correct date.


Mobile: Customer encounters crash report when accepting an invite

Fixes a crash report that mobile end customers would encounter when accepting a new invite to collaborate.


Mobile: Automated reminder label doesn't wrap

On mobile, when assigning questions or a form, the label for the automated reminder option would not wrap, causing the text to exceed the width of the screen.


AmWINS: Garage Application: Fix autofill 500 error

Fixes an autofill 500 error on the "Briefly describe operations" question on the AmWINS: Garage Application.

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