✨ New
Add search bar to collaborator and signer select workflows; prioritize by existing collaborators
On the Send Form, Assign & Share, and Request Signature workflows, we added a search bar allowing agents to search by name or email. Additionally, users who are existing collaborators on the Risk Profile will display at the top of the list
Display 2-factor authentication status on Team Settings page
Confirm if an agency user has 2-factor authentication toggled on or off by checking the status on the Team Settings page. A red 2FA Disabled badge will display if a user has not setup 2FA, while a green 2FA Enabled badge will display if a user has already setup 2FA.
✔️ Fixed
"Signature file deleted" notification displays when leaving and returning to page
When an agent deletes a draft signature file, leaves the Signature Manager page, then returns to the Signature Manager page, "Signature file deleted" notification would still display, even though it should have been dismissed.
Agent can't undo removing a Form Favorite
When an agent removed a form from their Team Favorites, the Undo button that displayed in the notification was not working.
Contact information on repeating group is not autofilled
Fixes an issue on repeating group questions where contact information from a Risk Profile would not be autofilled.
Changes to Risk Profile Description and Summary are not cancelled when selecting Cancel
When an agent would edit a Risk Profile Description and Summary, if the agent selected Cancel, the changes would still be saved.
Risk Data mobile navigation is taller than expected
Fixes an issue on mobile devices where the Risk Data navigation menu unexpectedly expands to fill the height of the page.
Fax numbers are not formatted on the Risk Profile Overview page
Fixes an issue where fax numbers would display as a string of numbers instead of a properly formatted phone number. The correct display is (888) 123-4567, not 8881234567.
Adding a Premise to General Liability doesn't save
Fixes an issue when a user would add a Premise to Commercial General Liability, the Premise wouldn't save.
Optimize speed of Add Building workflow
On Commercial Risk Profiles, we fixed some performance issues on the Add Building workflow.
Save or Discard Changes becomes unresponsive when editing vehicles
On the Commercial Vehicles page, if an agent attempted to edit a vehicle and leave the page without saving, a warning modal would display prompting the agent to Discard Changes or Save & Continue. We fixed an issue where the warning modal would make the page unresponsive.
Incorrect Signature file count displayed on sidebar navigation
Fixes an issue with the sidebar navigation where the Signatures tab displayed an incorrect file count.