Release date: EMEA - 3 July 2019
America - 4 July 2019
Bugs Resolved
| Redmine # | Kayako # | Detail | Related KB |
| 13759 | n/a |
Previously if a criteria was re-assigned the target did not receive a new "new action" email. We have changed system behaviour so that each time a criteria is assigned a new action email will be sent or scheduled depending on the frequency set in Reminders & Notifications. |
n/a |
| 14344 | n/a |
When the Document Signature criteria response type was originally released there was no way of making the final document with all signatures applied available for view/download by the target. This has been fixed with the introduction of the new feature "Documents Visible To Targets" described below in 14204. If this is enabled on the final Document Signature criteria even if it is an US action, the document will be filed on the target's portal. |
n/a |
| 14362 | n/a |
When the Message Dashboard was released as a new feature last month there was a conflict with Email Collector if they used the same mailbox. Email Collector would read the message and it then failed to be picked up for the Message Dashboard. This has been fixed. |
n/a |
Features Introduced
| Redmine # |
Kayako # | Detail | Related KB |
| 13443 | n/a | We have added hash protection as a checkbox selection on the field type URL. In conjunction with this a new role permission has been added for Dynamic Forms on the Apps tab which allows Prevention of Dynamic Form URL Modification to be enabled or disabled. This provides additional security around target access when a dynamic form URL is used in a URL field viewed on the Dashboard. If a user tries to modify the URL when hash protection is on the field and their role prevents dynamic form url modification, they will be presented with an on-screen message saying, "Your role does not allow you to access this form, please contact your administrator". |
n/a |
| 13453 | 1113 | Until this release only a target's email address or ID number have been able to be used to identify the target in the email collector set up. A new field called "Field used to identify individual" has been added which will allow the user to select any standard or custom field for this purpose. It is recommended that this field denotes uniqueness ie NI Number or Registration Number, etc. If the value in “Field used to identify individual” matches more than one target, the email/attachments will be added to the Unassigned tab of each of these target’s Documents Lists. | Click Here |
| 13856 | n/a | We have extended the webcheck capability for Companies House. Instead of this only being able to return a screenshot of the Overview tab you can now determine the pages which are screenshot by entering the URL with a merge field for Registered Company Number so that you can get screenshots of the Filing History tab, Officers and Persons with significant control. |
Click Here |
| 14204 | n/a | We have amended all criteria response types so that they now include the option "Documents Visible To Targets". This is a new option in the bottom section of the criteria set up page. When Yes is ticked in a criteria where a document is generated or uploaded the document is available in the target's document list on the Portal to view/download. |
Click Here |
| 14209 | n/a | We have amended the Document Signature criteria response type so that the signing options are now: Target, Patron and Us. The Us option allows any user with the same role as the patron to sign the document on their behalf. This is useful when the patron is on holiday or otherwise unavailable. | Click Here |
| 14240 | n/a | We have updated the new Message Dashboard feature to include the following detail in the message listing:
* Message ID |
Click Here |
| 14241 | n/a | We have enhanced the new Message Dashboard feature which was released last month. This will now include messages sent to the mailbox stipulated in the IMAP backend settings which originate from the target's email address ie the email address in their target record. |
Click Here |
| 14460 | n/a |
This feature relates to the above listed item - 13856. It ensures that the screenshots capture the full information available on the chosen tab url. This means that some screenshots will appear as longer files which will need to be zoomed in to make them readable. |
Click Here |
Hotfixes rolled out
| Redmine # | Kayako # | Detail | Related KB |
| 14364 | n/a |
Cosmetic fix for Message Dashboard design - when |
n/a |
| 13763 | n/a |
Date Range and Activity V2 Reference Statement signature field has been re-instated. |
n/a |
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