Release June 4, 2023

What's New

This release includes the following new features:

Dynamic Documents upgrades

Dynamic Document configuration upgrades:

• Enable your customer to sign or initial the document, as well as approve it.
• Require the customer to scroll to the bottom of the document before they sign or approve. (In System Settings > Session > Conversation behaviors > Customer > Require review.)
• Build the dynamic document on a canvas that is the size of a document page.
• Select to clean or keep formatting when pasting text into the dynamic document builder.

Dynamic Document customer experience upgrades:

• On a laptop or desktop, the dynamic document is rendered as a standard document that maintains the same layout created in the builder.
• On a mobile device, the dynamic document is rendered as a responsive page that keeps all text within the screen borders when magnified. Tables become scrollable when they lie outside the borders.

Workflows: Save Draft, Publish, Restore

Now you have more options when saving a workflow: 

• Save Draft - Save your workflow at any time without publishing it for agents.
• Publish - Make a workflow available to agents.
• Restore - Restore previously published versions of the workflow.

Move and duplicate workflows

You can now do the following from the Workflows page: 

• Select Move to to move workflows and folders to another folder.
• Select Duplicate to create a copy of a workflow. The copy is created as a draft and is saved in the some folder as the original.

Select Move to to move workflows and folders in the Workflows page.

Versioning - New PDF Editor

View and upload previously published versions of a PDF template. This feature works as it did in the old PDF Editor.

Photo IDV result shown to agent

As soon as a customer completes a Photo ID Verification step in a workflow, the agent sees the pass/fail result.

Fixes and Improvements

• [Forms] The option to add a section under a radio button or checkbox has been removed.
• [Forms] You can now add a boolean attribute field to a form.
• [IDV] When using the selfie option, the screens now have a close X option displayed to end-customers.
• [IDV] When using the selfie option the text "Detecting face, please wait" will now be displayed.
• [IDV] IDV step will only be displayed in a workflow bubble when the step is triggered by the logic.
• [IDV] iPad devices meeting the minimum requirements can now be used by end-customers.
• [IDV] When using seperate PDF settings for a workflow with IDV, a verification summary page was added to the agent download. This is now resolved.
• [Salesforce Integration] Completed documents will now upload to Salesforce, when using IDV in a workflow with Combined PDF settings disabled. 
• [Workflows] Labels tied to attributes of type RB/CB/DD in an agent form will now be displayed in customer preview.
• [Workflows] An optional co-signer signature date's value is no longer displayed in agent preview. 
• [Workflows] Customized document request name setting will now apply when sending completed files to agent or other email. 

Release timeline