New Features and Improvements in Sandbox Environments
  • 16 Apr 2024
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New Features and Improvements in Sandbox Environments

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Article Summary

This article lists features and improvements that are currently available in sandbox environments only.

Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.

New features

Send completed Workflow documents to customer email

You can now allow customers to send copies of completed documents to their email. In the closing screen of a Workflow, the customer can provide an email address for sending the documents. This feature ensures that customers receive their completed documents for those times when they may overlook the manual download option in the collaboration UI. Enable this feature in system settings under Session > Document handling where you can also customize the document file name and email design.

Agent control for collecting documentation in a Workflow

Now, Business Configurators can empower agents to adjust Document Requests based on specific customer needs. When building the Workflow, the BC creates a list of documents to collect and enables the agent to adjust it. In the session, the agent can select only those documents that are relevant to the current customer. In addition, the Business Configurator can allow agents to define custom Document Requests for cases where standard options are not sufficient. There is no difference in the customer experience between the custom requests and the preconfigured ones, providing a seamless and adaptable collection process.

Improvements

Enhanced HTML Editor

We've upgraded the HTML editor used in Dynamic Documents and Rich Text sections of Forms to solve some issues and enhance your user experience.






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