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July 24, 2024 Release Notes

Auto-add agent as collaborator when requesting signature, fix Risk Profile updated timestamps

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 4 months ago

โœจ New


Automatically add agent as a collaborator on a risk profile when requesting a signature

When an agent requests a signature on a risk profile, it's assumed that the agent wants to be a collaborator on that risk profile. Wunderite now automatically adds the agent as a collaborator to the risk profile.


โ€‹โœ”๏ธ Fixed


Risk Profile Updated timestamp doesn't update when a user performs actions on the profile

When a user updates risk data, answers questions on a form, assigns a form, or adds a collaborator, the Updated timestamp for the Risk Profile should update.


Clarify modal that warns when there are no signature fields

Wunderite requires that when a user is added to a signature file, the user must have at least one signature or initial field assigned to them. In instances when a user doesn't have a signature field assigned to them, we warn the agent who is preparing the file. We updated the warning modal to make it more clear of the consequences of removing someone with no signature fields: the signature file won't display in assigned user's task list.


AMS360 Integration: Validation for personal phone numbers

For agents using the Wunderite <> AMS360 integration, we updated how validation is handled for personal phone numbers, so that false positive errors don't display for phone sync validation.


Unanswered assigned questions count warning modal

When a customer attempts to mark a form done, if there are unanswered non-required questions assigned to the customer, we display a warning modal. Previously the question count would display as # assigned unanswered/total number of all unanswered questions (regardless of user assignment). We clarified the language by only displaying the number of questions the user didn't answer.

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