Overview:
Information and document requests are streamlined by allowing you to see the required data immediately after assigning tasks to Trustate is the focus of this release. You can login and see all of your assigned tasks in one view to quickly and accurately see status updates, resolve requests, or track your progress.
New Features:
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Assigned Tasks page allowing you to see all tasks you’ve assigned to Trustate in one consistent view
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Help Center for getting started guides & tutorials
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Add notes to an assigned task for communication with Trustate or your internal team
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Allow users to set the order of custom tasks in the estate dashboard
Improvements:
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Allow subscribers to upgrade their plan in the application
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Display ‘Action Needed’ counter in the header
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Redesigned Home page for improved user experience
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Signed icon added to signed documents in the estate vault
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Additional document tags available in the estate vault
Fixed Issues:
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Some users experiencing a runtime error and receiving wrong status
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Estate projects in left navigation bar not sorting properly based on last updated date
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Dashboards failing to load the task list when accessed via the left side navigation