✨ New
Merge & Download PDFs when multiple forms are selected
When an agent selects multiple forms using Bulk Actions, Merge & Download a single flattened/uneditable PDF of all selected forms. Forms will be merged in the order that they display on the Forms page. This is useful for sending to a carrier as part of a submission.
Display Wunderite Form Version number in Forms Library
Forms displayed in the Forms Library now include the Wunderite Version number, which is useful debug information for instances of reporting issues to Wunderite Customer Success.
Add Risk Profile name on email notifications
Some of our automated email notifications did not include the name of the relevant Risk Profile. We updated the following email notifications to add Risk Profile name, making it easier to understand the context of the email:
Assigned Question(s)
Assigned Question(s) Reminder
Assigned Form
Assigned Form Reminder
Signature Requested
Signature Confirmation
Signature File Modified
✔️ Fixed
Change "Primary Legal Entity" to "First Named Insured"
For autofill purposes, we created the concept of a "Primary Legal Entity" for Commercial Risk Profile risk data. We updated the language to be more accurate: "First Named Insured."
Remove Download PDF for forms with no PDF
Forms with no PDF should not have a Download PDF option
Customer permissions are reset when agent navigates back while inviting a customer
When an agent invites a new customer to collaborate, if they navigate to the permissions screen, update the customer permissions, navigate to the previous step, then navigate to the permissions step again, the permissions were getting reset.
Agent sees invite message on Forms Response page
Fixes an issue on the Forms Response page where agents were unexpectedly seeing invite messages. Currently, agents are only expected to see invite messages in automated emails, although this will likely change in the future.
Customer can't preview PDF when an entire form is assigned to them
Fixes an issue where end customers were unable to preview a PDF if they were assigned an entire form.
ACORD 125 - Applicant Info section: repeating group N/A status
Fixes an issue on the ACORD 125 Applicant Info section where marking a repeating group question as Not Applicable would only set the first question as N/A instead of all related questions as N/A.
Disable Download PDF button while answers are saving
On the Forms Response page, if an agent attempts to download a PDF while answers are still being saved, the downloaded PDF will not include all responses. We addressed the issue by disabling the Download PDF option while answers are still being saved.
Disable Autofill button while clearing answers
On the Forms Response page, the Autofill button should be disabled if a request to clear answers is still being processed.
Signature Manager avatars shouldn't have unassign styles
It's not possible to unassign signers from the Signature Manager page (it's only possible to unassign a signer from the Prepare Signature screen). Therefore, there should be no X button when hovering over a user avatar on the Signature Manager page.
Non-schedule tables don't autofill
Fixes an issue where tables that aren't schedule data don't autofill across forms.