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September 18, 2024 Release Notes

Reorder signature files, Agent Completed Dashboard

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 3 months ago

✨ New


Reorder signature files

When preparing files for signature, agents can change the display order of the signature files.


Agent Completed Dashboard

Adds filters for completed work, incomplete work, and date range on the agent dashboard.


🎨 Usability


Save All Profiles / My Profiles preference separately on Agent Dashboard

Previously, an agent's user preference for the All Profiles / My Profiles filter would be saved and used across three pages: Agent Dashboard (Home), Commercial Risk Profiles, and Personal Risk Profiles. We updated the filter preference so that the Agent Dashboard is saved separately. The All Profiles / My Profiles filter preference will be stored twice:

  1. Agent Dashboard

  2. Commercial Risk Profiles & Personal Risk Profiles.


β€‹βœ”οΈ Fixed


Change notification style and text order when collaborator is unassigned

Fixes the style and text content of the notification that displays when a collaborator is unassigned from a risk profile.


Contacts risk data does not autofill correctly on repeater group questions

On forms that contain a repeating group where contacts can be autofilled from the profile's risk data, contact information was not autofilling correctly.


Mobile: can't collapse filters on activity log

When viewing the Activity Log on a mobile device, agents were unable to collapse the filters menu.

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