Access-protection when sending agreements
When sending agreements, it may at times be required to have a layer of protection involved with viewing the agreement. This can be done by setting an access code on the template in a transaction. As a result, when the recipient tries to open the agreement, they are prompted with an Access Code panel:
VERSION MV2: ENHANCED AND FIXED
Hide/Unhide toggle Sticky Notes button now applies to all pages
The button which would hide/unhide the sticky notes would only toggle visibility on the page that it was clicked on. The visibility of sticky notes is now accessible across all pages.
Fixed issue with reports not saving on the first save
An issue was found with creating new reports, where clicking on Save would give the message “Grid definition saved”, but not save the filters and columns and instead just create a blank report new. This has been fixed, and new reports now get fully saved on the first time.
VERSION SIMQ: ENHANCED AND FIXED
Recipient language is no longer getting reverted when sending agreements
When sending an agreement to multiple recipients, and changing the first recipient’s language to a non-default language, it would get reset back to what it was originally when adding additional recipients. This has been fixed, and the recipients’ language will reflect the setting.
Exporting Template Folders is now labeled correctly
Migrating Matrix Packages now removes old ones
The feature to import Matrix Packages via Migration Tools used to retain the old version of a package instead of overwriting it. This has been fixed, and importing a Matrix now removes the old one.
Fixed issue with linking templates
An issue was found with creating links between templates, where duplication would occur, resulting in multiple versions of the same agreement getting generated when only one should. This has been fixed, and duplicate links will no longer get created.