Index
💥 New Feature Release
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No new features for this release.
📈 Updates
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Drop Off Links
- Updated the settings for Firm-wide Links to include methods to accommodate firm preference, including restricting users on upload and overriding personal links. You can view these options in our How to Generate a Firm-Wide Link article.
Tasks
- We have updated the Verify Contact Information task so it cannot be skipped and must be completed.
Notifications
- We have updated the notifications when Contacts change their information. Prior notification would identify when changes were made. Notifications now display the changes made to first name, last name, Social Security Number, and Bank Account, i.e.:
- "Updated first name from "" to "John".
- "Updated last name from "" to "Doe".
🪲 Bug Fixes
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No bug fixes for this release.