Skip to main content
July 3, 2023 Release Notes

Form reminders and more avatar colors

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

New


Form Reminders: Recurring

Add recurring reminders to forms so that your customers and collaborators will get automatically notified on a recurring basis when they have questions and forms that need to be filled out. Toggle how frequently reminders should be sent.

  • Customers and collaborators will stop receiving reminders for a form once they answer a question or the form is marked complete.

  • Collaborators also have the option of unsubscribing from email reminders via the unsubscribe link in the email reminder. This ensures that customers have control over their email inboxes and that Wunderite is in compliance with the CAN-SPAM Act.

For additional information, take a look at our knowledgebase article.


Form Reminders: One-time

In addition to recurring reminders, agents can send a one-time reminder to collaborators from a form. This feature is particularly useful if you're collaborating with a customer on the phone and need a quick way for them to access the form you're working on.


Stripe self-service billing

Agent Admins can now easily update their billing information in Stripe from within Wunderite.

Conditions:

  • Must be an Agent Admin

  • Stripe account must already be associated with Wunderite

  • Existing customers: we will associate your Stripe account with Wunderite upon your next Wunderite renewal

  • New customers: we will associate your Stripe account with Wunderite during onboarding


Allow agents to upload more than 10 files in a signature packet

When creating a signature packet, agents are no longer restricted to 10 files. They can upload as many files as they like, so long as the total packet size is less than 50MB. Additionally, we added a clear error message so that agents will know when they have exceeded the file size.


Add additional user and signer colors

Previously, our color palette included six colors for user avatars and signature fields. We added four more colors, for a total of ten. For large agency teams and risk profiles with lots of collaborators, there is less of a chance that colors will be repeated.


✔️ Fixed


Agent admin can't update role or welcome message for team member

When an agent admin invites another agency team member to Wunderite, they have an opportunity to designate their role (member or admin) and include a welcome message. A bug prevented agent admins from updating the role or welcome message for pending team member invites.


Signatures tab is missing for end customers

Fixes an issue where the signatures sidebar navigation tab was missing for end customers who had access to only signatures (this was not an issue if end customers had access to signatures and forms or risk data).


Mobile: Agent unable to proceed to next step when adding a new personal risk profile

When viewing Digital Signature Quick Start on mobile, agents were unable to proceed to the next step when they attempted to create a new Personal Risk Profile.

Did this answer your question?