Welcome to our June 2023 release note. Here is what is new: Workflows dashboard we added search and sorting for easier data lookup. Note that ‘Home’ dashboard shows all workflows started across all portal groups and portals. If you are interested in looking at worklfows started in a specific Portal Group, you can ither sort […]
Our Workflows now have AML checks, questionnaires, and configurable statuses
Our workflow engine is getting bigger and better. We have just added three new features that help you automate complex workflows 1. AML checks Wouldn’t it be nice to securely ask your clients to go through their AML checks rather than you having to ask them for passport copies and re-typing their data into a […]
Change recipient’s email address after a document has been sent for signing
You can now change the email address of a signee, who has not yet signed a document, even after the document has been sent out for signing. Until recently you had to cancel the esignature request if you discovered that one of your signees has had an incorrect email address. To make the change, go […]
Add your own portal tutorial
Your Portal Tutorial You can now add your own portal tutorial that you can make available to your clients. This is particularly useful if you would like to welcome your clients to their portal in a more personalised manner than just by showing an announcement. To configure the tutorial, go to your chosen Portal […]