Release 21.07
The 21.07 Release is scheduled for deployment on May 25th, 2021. Updates will be available in your production environment on May 26th, 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
Updated Signing User Experience (UX)
Why did we make this change? One of the hallmarks of the Agreement Express system is the guided navigation your end-clients experience when they review and digitally sign your applications or documents. We've recently overhauled that experience, and following very successful beta testing, we’ll be turning it on for everyone.
Who is impacted? All users of the AEX system who use Signing Documents.
Is any Action Required? No action is required.
Description: We’ve done away with the “Floating Blue Arrow”. There is now the list of required fields and signatures in the left-hand menu to assist the signer. As an applicant goes through the signing document, they can click the Start and then Fill buttons and the required fields will highlight.
Security Profile to Remove Tags
Why did we make this change? Users are currently not able to remove Company Tags from transactions in Workspace unless they were the creator of the tag. This fixes that issue.
Who is impacted? All users of the AEX system who use Tags.
Is any Action Required? Yes, contact Support to have this security profile setting enabled for specific users in your company.
Description: This change is a security profile which allows Publishers and Admins who did not apply a Tag to a transaction to delete it when the tag is no longer required.
ScanX scorecard - Hidden and required field support, Additional control person
Why did we make these changes? These are three more important additions to the ScanX scorecard, providing even more benefit than before.
Who is impacted? All users of the ScanX scorecard.
Is any Action Required? No, but requires configuration on a ScanX Risk Scorecard.
Description: Hidden field support - This enhancement allows you to configure hidden fields on your ScanX Scorecard. Hidden fields can be used to store data for integrations, or other data fields that you require for reporting but don’t wish to display on the Scorecard template. Required field support - This update allows users to add required fields to their Scorecards. Required fields can be configured to be required for specific conditions: Always, Pending, Approved, Declined, Cancelled. Additional control person - This enhancement allows you to add up to five control persons for OFAC, PEP, SSN Verification, and MATCH risk rules.
Bulk Send - Resend Transaction, Toast message when Updating EAP From Case Card
Why did we make these changes? Bulk Send is a great piece in the AEX arsenal, and these two new additions provide some needed functionality.
Who is impacted? All users of the AEX system who use Bulk Send.
Is any Action Required? No, these new functions will be automatically available.
Description: Resend Transaction - Enables the ability to resend signing emails to recipients in the Bulk Send UI.
Toast Message - In Bulk Send, a confirmation message will display when the Enhanced Access Protection Phone Number is updated from a Case Card.
Personal Settings - Display Salesforce Credential Validation Errors
Why did we make this change? When someone enters their Salesforce credentials in the Personal Settings tab, if something goes wrong the system simply displays the message ‘Server Problem’. We’ve changed this so all errors returning from SF are displayed to the user.
Who is impacted? All Publishes and Admins of the AEX system.
Is any Action Required? No, these new messages will be automatically available.
Description: The error messages when setting/updating your Salesforce credentials have been improved to provide more information.
Enhancements
Wet-Sign - Remove “e-Signature Verified” stamp from PDFs
Description: Wet-signed documents will no longer display an ‘e-Signed Verified’ stamp on the printed PDF.
Printing - Order of Downloaded PDFs
Description: When printing a merged PDF, the order of the documents in the case will now be reflected in the PDF.
Bug Fixes
Empty Prefill Values should not overwrite a field with a default value
Description: When a field on a landing page already has a value, it will no longer be removed when there is no Pre-Fill value.
Rewind by Reasons Report Not Displaying Data
Description: An issue has been resolved where the Rewind by Reason Report was not displaying any data. Note, this fix is not retro-active so data will only be available after the 21.07 release.
State/Province Field - Validation for Non-North American Province Text Field
Description: Resolves an issue where State/Province fields associated with a non-North American Country would accept numeric characters.