Release 20.11 - August 17th, 2020

The 20.11 Release is scheduled for deployment on August 17th, 2020. Updates will be available in your production environment on August 18th, 2020 unless otherwise noted. Included in this release will be some enhancements to some net-new features currently in Pilot Phase as well as net new integrations coming this Fall! The updates below, however, are enhancements to current features you may already be familiar with. Please reach out to your CSM should you have any questions about this release or its impact to you or your end clients.

AEX CORE UPDATES

Email Subject Line Auto-Fill

 Previously when a publisher would send a transaction, the save and send panel would appear with a blank subject line. This enhancement will contain the standard “Request to Sign” Email Template Subject Line unless you have a specific company configuration for this line.

Approvers- Prevention of an Overwrite

With the Approver feature, previously, there was nothing preventing an override of one approver to another. With this enhancement, once an approver has approved/declined a transaction, the decision will be captured and logged. Other members of the approval team will then be unable to overwrite the approved/declined decision and a pop-up will appear when an attempt is made to do so, as below:

Timeline Timestamp now in 24H Clock

In the Workspace when reviewing the timeline of your transaction, timestamps will now appear in 24 hour format. We made this change in order to avoid confusion between the AM and PM variables of time and to ensure that the actions associated with individual transactions were clear and easily read in the workspace. As below:

AEX FEATURE UPDATES

Enhancements to Bulk Send Feature

Why did we make this update? The Priority fields for each transaction are searchable, but also need to be viewed on each transaction in order to create greater visibility of the individual transaction.

Who is impacted by this change? Any Publisher/Company Administrator who is navigating the new Bulk Send Feature will have access to these priority fields in each Case Card.

Action Required: No action is required in order to activate this new feature. This data will be available in all net new Case Cards for the Bulk Send Feature.

Description:  Priority Fields are now visible on the Case Card in Bulk Send Feature. Case Card Priority Fields are listed by Transaction and are searchable using the Priority Field Search filter in the Bulk Send UI (added in Release 20.10)

Case Card:

Action Required: No action is required in order to activate this new feature. This data will be available in all net new Transaction and Case Cards in the Action Center Feature.

Enhancements to The Action Center Feature

Why did we make this update? The Priority fields for each transaction are searchable, but also need to be viewed on each transaction and case in order to create greater visibility of the individual transaction.

Who is impacted by this change? Any Publisher/Company Administrator who is navigating the new Action Center Feature will have access to these priority fields in each individual Transaction Card and Case Card.

Description:  Priority Fields are now visible on the Transaction and Case Cards  in Action Center. Transaction and Case Card Priority Fields are listed by Transaction and are searchable using the Priority Field Search filter in the Action Center UI (added in Release 20.10)

Transaction Card:

Case Card: