Overview:
Workflow and process improvements coupled with further user interface updates are the focus of this release. Sharing more granular, task specific information and giving you the most relevant information at your fingertips are made available through these updates.
New Features:
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New task status updates to share where a task in the process
Improvements:
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Allow Lite subscribers to add one additional seat to their plan
- Additional signature types added to Requested Documents module
Fixed Issues:
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Some document tags in estate vaults return the wrong selection value
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Change portal name not functioning
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Point Person selection not working from Add New Client/Matter wizard
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Upon signup some users experiencing an endless loop that did not allow login
- Vault download from preview button not functioning properly
- Truplanning add-to-calendar buttons not visible for some tasks