In this release, we've improved our Smart eVault Events, changed the Packet Creation Workflow, improved Meeting Instance Creation from the File Details Page, added a Meeting Cancellation/Rescheduling Reason Prompt, and fixed a few bugs.
eSign Packets
Packet Creation Workflow Change
What changed? The eSign packet workflow previously required users to click through every document in a packet before being able to proceed to the packet details page and send the packet for signing.
Now, users will always see the Review Packet Details button during the document review and annotation step. This will be beneficial for users creating packets with documents that already have annotations on them. Users can still scroll through all documents and add fields to them using the arrows in the top right corner of the page.
Impacted Users: eSign Packet Creators
Files/Orders
Improved Meeting Instance Creation from File Details Page
What changed? We've simplified the process of adding a new meeting instance directly from the file details page. Previously, users had to navigate to the existing meeting to add a new instance. Now, they can easily add a new meeting instance by clicking the Add Meeting option right from the file details page. Users can still add instances from existing meetings as well.
Impacted Users: Meeting Users
Area of the Product: Files Details Page
Current Experience:
After Release:
Meetings
Meeting Cancellation/Rescheduling Reason Prompt
What changed? When a meeting is canceled or rescheduled, the user acting will be prompted to provide a reason. They can choose from a dropdown list of predefined reasons or enter their custom reason. This information will help provide better context for Connect users and attendees regarding why the meeting was changed.
Impacted Users: Meeting Users
Fixed: Occasional Error Loading Meetings Details Page
What was fixed?: We resolved an issue that occasionally caused a "Something went wrong" error when loading the meeting detail page.
Impacted Users: Meeting Users
Fixed: Updating Attendee Info in Notary Signing Service Unassigning Meetings
What was fixed? Meeting creators or NSS Org admins couldn’t update attendee information for meetings that were unassigned. Now, both meeting creators and NSS Org admins can update and save attendee details, even when no notary is assigned to the meeting.
Impacted Users: Meeting Creators & NSS Org Admins
Area of the Product: NSS Assigned Meetings
Current Experience:
After Release:
Error doesn’t display and attendee info is saved as expected.
Smart eVault
What changed? The file history table now contains success and failure events for the Stavvy Smart eVault. If your file contains a Stavvy-managed eNote these events will populate when an eNote is vaulted after signing.
Impacted Users: Lenders with Stavvy Smart eVault Integration
Products with No Updates this Release
- IPEN Meetings
- Acknowledgments
- SigniaDocs
- Signia Signing Rooms
- Encompass Integration
- Signia Integration
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