Agreement Express Release Notes
10.28.2021
Release 21.14
The 21.14 Release is scheduled for deployment on October 27th, 2021. Updates will be available in your production environment on October 28th, 2021 unless otherwise noted. Included in this release will be 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
New Signature Block Type - Click-to-Complete
Why did we make this change? In a continuing effort to reduce friction in the sales process, we’ve built a new way for end-clients to complete your applications/documents without having to interact with the signing documents.
Who is impacted? End-client signers of documents via Agreement Express.
Is any Action Required? Yes, please contact your CSM to discuss having the required changes made to your workflow.
Description: A new workflow type has been created to streamline the experience for Landing Page recipients. With this new workflow, a Landing Page recipient's agreement is logged and completed automatically from the Landing Pages. The Landing Page recipient (customer) will receive an email with a link to the PDF Signing Forms.
ENHANCEMENTS
Hide Team View from Publishers who are not in Underwriting Team
Description: Team View is now hidden for Publishers that are not part of the Underwriting team.
This change specifically impacts companies with Team View enabled.
Standard Post-back - Include Case ID
Description: To help link all transaction-level messages associated with a single Case, the JSON & XML post-backs have been updated with a Case ID.
Schwab API - Company Level Credentials for Submission API
Description: Schwab workflows streamlined to use company level credentials instead of advisor credentials, reducing the number of steps required to submit documents to Schwab. Credentials must be set up by a member of the AEX team.
Bulk Send - Change Signer Toast Messages
Description: Toast messages have been added to confirm when a signer has been changed within the Bulk Send Case Viewer.
Update Signature Warning Message
Description: Warning dialog verbiage has been improved for workflows with a combination of wet signature eligible & mandatory digital signature blocks.