Release 20.08 - June 10, 2020

Agreement Express Release Notes

Release 20.08

6.10.2020

MV2 UPDATES

Bug Fixes & Enhancements

       
The 20.08 Release is scheduled for deployment on June 10, 2020. Included in this release will be some fixes and enhancements to some net-new features currently in Pilot Phase. These features include Pre-Fill, Pre-Fill with Salesforce, and Bulk Send. These fixes have no impact on your overall UI but will enhance your experience if and when these features become available to your instance of Agreement Express.

The Bug Fixes below will also be part of the 20.08 Release: 

Cancelling Multiple Transactions

       
Why did we make this change?
Previously, it was only possible to cancel one transaction in an entire case. At times you may wish to cancel more than one Transaction within a Case, possibly due to an error or the end client no longer requiring that specific document.

Who is impacted by this change?  
All Company Admin and Publishers with the permissions to Cancel Transactions will now be able to cancel multiple Transactions in a Case.

Action Required: No action is required in order to activate this new feature. Your permissions to Cancel multiple Transactions will automatically be available with this release.

Description: 

Previously, when attempting to cancel a second transaction in a case, an error would pop up stating: “You are already cancelling agreements, you must wait for them to complete”. With this fix, this should no longer occur.

Fix for Shared Reports 

       
Why did we make this change?
Anyone sharing reports requires access to reports they have permissions to view.

Who is impacted by this change?  
All Company Admin and Publishers with the permissions to view and share reports.

Action Required: No action is required in order to see this bug fix. This will automatically be available with this release.

Description: Previously, if you were in multiple companies and those companies had shared reports with the same name, you might not be able to see the report, or encounter difficulties updating it.