When creating signature files, allow agents to upload .doc, .docx, .xls, and .xlsx files (as well as .pdf). For best results take a look at our guide for sizing files for conversion.

When selecting multiple forms and using the Bulk Actions menu to merge and download as a single PDF, agents can set the sort order of the forms by dragging the form tiles to the preferred order. Check out our guide on downloading form PDFs.

When entering an address on a Personal Risk profile, display a validation error if the postal code is not valid.

Fixes a display issue where the table size would change when scrolling on the Team > Team Members page, causing the page to jump.

When a customer is assigned a form, an agent shouldn't be allowed to revoke their view or edit permission, so that the customer doesn't lose access to the form. The permissions table for the customer should display disabled and checked boxes for Form View and Edit permission.

When a customer is unassigned from a form and an agent tries to send send the form, the agent shouldn't need to refresh the page to see an accurate list of available collaborators.

When preparing files for signature, if a file had a long file name with no spaces, the file name would overflow off the sidebar.

After adding a vehicle to a Personal Risk Profile, the sidebar menu would stop working.

Fixes an edge case issue on certain forms where autofill would fail on some checkbox types.