Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now currently live in our app.
1. When creating a Dropbox Sign template and immediately duplicating it, users were running into incomplete templates. This fix ensure we are confirming the original template is fully saved before allowing users to duplicate it. 2. Bugfix to ensure advisors are unable to update their own email address to an email address assigned to another advisor within the same firm. 3. When a user updates their email address, we require their password to be input for security reasons. This update bypasses the password requirement for users with disabled direct login, as they do not have a password. 4. For firms using Reviewers, the individual approval emails were being sent to all Reviewers even if they were not able to access the deliverable requiring approval. This fix ensures Reviewers are only receiving relevant individual approval notices.
Posted Dec 21, 2023 - 02:04 MST
This scheduled maintenance affected: Release Notes.