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July 17, 2023 Release Notes

Reduce redundant customer notifications and improve passwordless login

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

New


Eliminate redundant customer invite notifications

When a customer is invited as a collaborator, assigned a question or form, or added as a signer on a file, the customer will now only receive one email notification. We removed redundant Welcome and Invite notifications.


Automatically fill in email or send a new magic link when accessing an old invite link

Previously, when a collaborator clicked an old email invite link, they would get sent to the login page. We updated the flow so that if a collaborator accesses a previously-used invite link, we will automatically send them a new login magic link (for passwordless) or pre-fill the login form with their email address (for password login).


✔️ Fixed


Drivers: Invalid employee number doesn't display an error

On Commercial > Risk Data > Drivers, Employee Number is a required field. If a user entered an invalid number or did not include an Employee Number, the user was prevented from saving the driver. However, no error would notify the user why they couldn't save the driver.


Blank tags display on Form Favorite tiles

Fixes an issue on Form Favorite tiles, where sometimes a blank tag would display.


Removing a signer before they accept their invite leaves the file in Awaiting Signatures status

If a signer is assigned to a file and then removed as a collaborator before they have a chance to accept their invitation, the file would get stuck in Awaiting Signatures status. We fixed the issue so that upon removing the signers, the file will update to Draft status.


AmWins: Garage Application: Checkbox answers are not preserved for signatures

Fixes an issue on the AmWins: Garage Application form, where some checkbox answers were not preserved when preparing the file for signature.

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