Release 20.13 - September 23rd, 2020

Agreement Express Release Notes

Release 20.13

9.24.2020

Release 20.13

                       
The 20.13 Release is scheduled for deployment on September 24th, 2020. Updates will be available in your production environment on September 25th, 2020 unless otherwise noted. Included in this release will be some enhancements to some net-new features in addition to 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

Zendesk Support Help Center Link Added to AEX Platform

Why did we make this change?
Our focus is always to ensure you have the most optimal user experience, but if you should ever find yourself stuck while using Agreement Express, we want you to know there is  a way out! By adding a link to our support site right in our platform, you will have faster and easier access to assistance in order to make your experience as efficient and easy as possible. In addition, we are a client-driven product and we want your input! There will also be a feedback button added where you can submit product feedback and any new ideas.

Who is impacted by this change?
All Publishers and Company Administrators of Agreement Express.

Is any Action Required?
No action is required in order to activate this new feature. If you have specific concerns about how this change affects your clients, please feel free to reach out to your CSM directly.

Description:
The AEX support site link has been added to Workspace to make it easier to locate user guides and videos that will assist in understanding how to AEX and its features.

New Menu Bar Added (?)  Icon:                               Dropdown Menu from (?) Icon:

Rewind Feature at a Transaction Level 

Why did we make this change?
The Rewind feature is leveraged when a change is required on a transaction. Previously when a Rewind was needed, an admin could only rewind an entire case even if only of the transactions required updating.

Who is impacted by this change?  
All Company Administrators or Publishers with the permissions to Rewind will be able to leverage this new feature.

Is any Action Required? No action is required in order to activate this new feature. If you have specific concerns about how this change affects your clients, please feel free to reach out to your CSM directly.

Description:

Rewind functionality will now be on the transaction level rather than the case level. This allows users with rewind permission to rewind a single transaction in a case without affecting any other transactions in that case. Active transactions within a case can now be rewound individually regardless if there are any completed transactions within that case.  The Rewind UI has also changed (see screenshot). Users now can view the workflow of the transaction and slide the level indicator to the desired level for rewind.

Enhanced Access Protection (EAP): All Signers to Authenticate

Why did we make this update?
In some cases, joint signers on a single package are using the same computer. In order to maintain security for both users, we needed to ensure both signers are prompted with their own unique code. Previously, sharing the browser meant the second signer could bypass the need to enter an access code.
 
Who is impacted by this change?

All joint signers.

Action Required: No action is required in order to activate this new feature.

Description: When two or more Recipients share a computer to electronically sign their application, they will be individually prompted to complete the Enhanced Access Protection security steps to ensure that they are authorized to open the application.