✨ New

Add ACORD standards to Additional Interests list

Based on ACORD standards, we added the following Additional Interests that agents can choose from when adding an Additional Interest in Commercial Risk Profile > Risk Data > Additional Interests:

id	name	description	Exists?
1	Named Insured	Named Insured	Existing
2	Certificate Holder	Certificate Holder	Existing
3	Lienholder	Lienholder	Existing
4	Loss Payee	Loss Payee	Existing
5	Additional Insured	Additional Insured	Existing
6	Mortgagee	Mortgagee	Existing
7	Lender’s Loss Payee	Lender’s Loss Payee	New
8	Breach of Warranty	Breach of Warranty	New
9	Co-Owner	Co-Owner	New
10	Employee as Lessor	Employee as Lessor	New
11	Leaseback Owner	Leaseback Owner	New
12	Owner	Owner	New
13	Registrant	Registrant	New
14	Trustee	Trustee	New
15	Other	Other	New

✔️ Fixed

Filters for signature packets display files that don't match the selected filter

When filtering signature files, if a signature packet contained files with multiple statuses, we previously displayed all files in the signature packet, rather than only showing files that match the filter criteria.

Clearing conditional question does not clear the child questions

Fixes an issue where clearing a conditional question wouldn't also clear the child questions.

Incorrect modal title when editing a pending agent invite

When editing a pending agent collaborator, the modal title used to read Update Customer instead of Update Team Member.

Text overlaps on signature audit trails

Fixes an issue on signature audit trail files where some text would not overflow properly, causing text to occasionally overlap.

Policies search bar width doesn't expand when active

On the Policies page, when clicking into the search bar, the search bar width should expand to reveal additional space for typing search text.

Personal Profiles: Uploaded images don't appear until refreshing the page

Fixes an issue on Personal Profiles where uploaded images for profiles and contacts don't appear until after the page is refreshed.

Signer avatar images aren't optimized

Fixes an issue where signer avatar images are displayed at full size instead of optimized. We updated the avatars to be optimized, increasing page load time.

Request Signature option is available on forms with no PDF

For completed forms, we currently only support requesting signatures on forms that have an associated PDF. We fixed an issue where an option to Request Signature was displaying on forms with no PDF.

Incorrect warning modal title when editing an `Awaiting Signatures` file

We display a warning modal if an agent tries to edit a file that is Awaiting Signatures . We fixed an issue where the warning modal title when editing a file read Edit Packet instead of Edit File.