Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. New Field for Agreements API: Enterprise customers using the AdvicePay API can now use the “finalizedAt” field, which is unchangeable, to improve their ability to pull down AdvicePay Documents. More information about the API can be found at docs.advicepay.com/#list-agreements. 2. Firm Name Cannot Be Blank: Requires Account Owners to input a value in the Firm Setting field for Company Name. 3. Deliverable Approvals Dialog: Fixes an error where the dialog for reviewing a deliverable was not displaying correctly. 4. Document Voided Advisor Notification: When the eSignature Document Voided Advisor Notification is turned on, this fix ensures the email alerts are successfully sent to Advisors.
The next AdvicePay release is scheduled for 3/20/24.
Posted Mar 13, 2024 - 21:57 MDT
This scheduled maintenance affected: Release Notes.