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November 1, 2023 Release Notes
November 1, 2023 Release Notes

Send multiple forms at once (and other bulk actions) and end display customer updates

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

✨ New

Form Bulk Actions

Perform bulk actions on multiple forms at the same time:

  • Send multiple forms with one link or one automated email

  • Download

  • Mark Complete

  • Delete

For more information refer to our knowledge base articles for agents and end customers, or watch our walkthrough video.

Only display incomplete forms assigned to insureds

Previously, insureds would see all forms assigned added to a risk profile, regardless of completion status or if the forms were assigned to them. We updated the filters so that insureds...

  1. Will only see incomplete forms assigned to them.

  2. Can select Show Completed Forms to see forms assigned to them that have already been completed.

  3. Can't view forms that aren't assigned to them.

When an insured completes a form, prompt them to continue filling out forms

Previously, when an insured completed a form, they would only see an option to return to their risk profile. We updated the call to action to make it more clear that they should continue filling out remaining forms assigned to them.

Remove file count limit when uploading files to a form

Historically, users have been limited to uploading five files at a time for upload-type questions on forms. We removed the file count limit and instead enforce a total file size limit of 50 megabytes.

Display alert when searching for ACORD 146

The ACORD 146: Equipment Floater Section is not in the Wunderite Forms Library, because it was replaced by the ACORD 152: Commercial Inland Marine Section, effective 6/1/2015. When searching for the ACORD 146, we display an alert directing the user to the correct ACORD 152 form.

Save expand/collapse and zoom state of Forms Response PDF and sidebar

When working on a form, your preferred zoom and expand/collapse state of the PDF, webform view, and sidebar will be saved. The next time you open a form, your preferred view settings will already be selected.

✔️ Fixed

"Form Published" email sends agent to incorrect page

If an agent submits a form to Wunderite to be digitized, Wunderite automatically notifies that agent via email when the form is complete. We fixed a bug where the link in the email notification resulted in a 404 error for the agent.

Form copy doesn't appear to be removed until refreshing the page

On the Forms page, when making a copy of a form, if an agent selected the Undo button, the form wouldn't appear to be removed until refreshing the page. We fixed the issue so that the form will be removed as soon as the agent selects Undo.

Selecting "Return to Forms Library" doesn't bring agent back to the Forms Library

Fixes an issue where selecting Return to Forms Library after adding a form to a Risk Profile doesn't bring the agent back to the Forms Library.

Cancelling changes on Risk Profile Overview > Contact doesn't cancel changes

When an agent edits the Contact section a Risk Profile Overview, but cancels the changes, there was an issue where the phone extension would still be saved. This issue only affected phone extension, it did not affect other fields.

Missing modal title when marking a question Required or Not Applicable

The confirmation modal when marking questions Required or Not Applicable on the Forms Response page was missing.

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