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November 6, 2024 Release Notes

Digital Signature Job Title field

Philip MacDonald avatar
Written by Philip MacDonald
Updated over a month ago

✨ New


Digital Signature: Job Title field

When preparing files for signature, agents can select from a Job Title field. When a signer views the file, the field will automatically populate the field with the signer's job title. If the signer has no job title, then the field will fall back to a text field.

  • Agent members and customer collaborators can add or edit their Job Title by navigating to their Account Settings page and updating the Job Title field

  • Agent members can edit a customer collaborator's Job Title by navigating to collaborator's risk profile > Collaborators > ✏️ and then editing the Job Title field.


🎨 Usability


Tooltip explainer for question count on Forms Response page

Wunderite's stance on the form question counter is that the PDF form determines the authoritative total question count. Wunderite also supports conditional and repeating group questions on the webform (which are displayed on the PDF form as overflow pages when applicable). This can result in scenarios where the selected, answered, or assigned question count is larger than the total question count. To help explain question counts in these scenarios, we added a hover tooltip that displays on a collaborator's avatar, explaining what is assigned to the collaborator. For more information on how we count questions, take a look at our support article.

In the screenshot example, subtracting 38 conditional questions from 175 questions assigned to Saul Goodman results in 137 questions selected.


β€‹βœ”οΈ Fixed


Blank notification displays when selecting "Copy a Link" from the Forms page

When sharing a form from the Risk Profile > Forms page, if an agent selected Copy a Link, then the agent would see a blank notification in the top right of the page.

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