Release 21.09
The 21.09 Release is scheduled for deployment on July 6th, 2021. Updates will be available in your production environment on July 7th, 2021 unless otherwise noted. Included in this release will be several enhancements to net-new features in addition to enhancements to current features you may already be familiar with. Please reach out to your Customer Success Manager (CSM) should you have any questions about features in this release and their impact on you or your end clients!
AEX CORE UPDATES
ScanX Scorecard - Secure Fields Support
Why did we make this change? This update adds Secure Field support to the ScanX scorecard. This is an important addition, providing an additional layer of security for your end-clients.
Who is impacted? All users of the ScanX scorecard.
Is any Action Required? To enable this feature, it must be added to specific fields in the ScanX Editor. Contact your CSM for more information.
Description: Some customers require the ability to add extra security and encryption to sensitive personal information fields in ScanX. This update allows ScanX customers to encrypt data on specific fields by using the ‘Secure Fields’ feature. Data that is input into these fields will appear as asterisks (****) by default, but can be unlocked by specific user accounts that have special access rights. Users with the enhanced access rights to unlock secure fields will be required to input their password to unlock and view the content of secure fields.
System Default Access Change - Rewind
Why did we make this change? This update enables all Publishers to use Rewind, the AEX function which allows a digital signature to be unwound, meaning a transaction doesn’t have to be started again due to a simple error or omission.
Who is impacted? All Publishers in the AEX system.
Is any Action Required? No action is required.
Description: Rewind required a security profile setting in order for Publishers to have access to this feature. All Publishers now have the ability to rewind agreements.
Bulk Send - Workgroups CSV Validation, Set Workgroups via CSV Upload, Workgroups Filter, Workgroups CRUD UI, Case Card Workgroups Integration
Why did we make these changes? For the second release in a row, we’ve made some major enhancements to our Bulk Send functionality, allowing even more flexibility with the tool.
Who is impacted? All users of Bulk Send.
Is any Action Required? No action is required.
Description:
Workgroups CSV Validation Workgroups specified in the “AEXWorkGroups” column of a Bulk Upload CSV are validated against existing Workgroups. If any Workgroups specified in the CSV do not exist in the company then an error will be added to the “Error Report”.
Set Workgroups via CSV Upload Cases can be assigned to Workgroups via the Bulk Upload CSV. To do so, enter a comma-separated list of Workgroups (case sensitive) in the “AEXWorkGroups” (header is case insensitive) column.
Workgroups Filter In Bulk Send, filtering by Workgroups has been added to the Cases view. Cases can be filtered by Workgroup Name or Unassigned to highlight cases that are pending assignment.
Workgroups CRUD UI In Bulk Send, Workgroups can now be managed from a new interface. Company Admins can Review, Add, Modify Users, or Delete Workgroups across a company. Within the same UI, Publishers have access to Review and Modify Workgroups that they are a member of.
Case Card Workgroups Integration In Bulk Send, Workgroup assignment can now be managed directly from a Case Card. Clicking a button on the Case Card opens a pop-up to Review, Assign, and Unassign Workgroups to the Case.
Enhancements
AEX REST Publishing API - Improved Error Handling
Description: Error messages have been improved when invalid information is submitted to the AEX REST Publishing API.
MV2 Reports - Created Status removed from Status Report
Description: The Status Report will no longer include Transactions with “Created” status, which are not visible from Workspace. This change was made so the report aligns with the transactions presented in Workspace.
Bug Fixes
Bulk Send fails due to high number of Optional Forms
Description: A maximum of 10 copies of Transactions and Optional Forms each are now allowed in Bulk.
Completed Click to Sign Signature displayed Incorrectly when Form also has a Review Signature
Description: Completed Review Signatures will now display correctly when included on forms with a standard Click to Sign signature