Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. If a document is voided in AdvicePay or in DocuSign, advisors will now receive an email. 2. Enterprise Home Offices have the ability to upload administrative users in bulk via a CSV file. 3. Improved error messaging for when an Enterprise Home Office attempts to create a new Office that already exists with the same name. 4. Improved user experience to prevent attempted downloads of documents when identity verification is required. 5. A bug fix for occasional visibility issues on the Subscriptions page. 6. A bug fix to prevent overcounting the number of deliverables selected for submission. 7. Fixed a bug that reset the status of a paid upfront invoice on a subscription when an approval was updated 8. A bug fix to resolve an occasional use case where the first signer on a document wasn’t receiving an email notification. 9. Fix issue limiting Salesforce reports to 10 items. We’ll now support up to the maximum allowed by Salesforce. 10. Add proper reference from AdvicePay invoices and subscriptions to Salesforce account objects. 11. A bug fix to resolve occasional visibility issues for Reviewer roles.
Posted Oct 04, 2023 - 20:27 MDT
This scheduled maintenance affected: Release Notes.