Release 20.5.1.0
Product Updates
Product Area | Type | Summary | Release Note |
|---|---|---|---|
Records | Issue | Fixed Documents Stuck in Workflow | For documents with very long workflows, the processing would sometimes time out, resulting in the document getting stuck. Improvements have been made so that these workflows process correctly. |
Records | Issue | Fixed Save of Zip Code on Quick Add of Staff | The Quick Add feature previously did not save the staff member's zip code when save was clicked. Zip code - along with the other data - is now being saved. |
Records | Issue | Fixed Timing Out of Contract Reports | In some circumstances, when the Contract Report was selected from the dashboard, it would spin and eventually time out. Performance improvements now enable these reports to render. |
Records | Issue | Corrected Duplicate Review Notifications for Conditional Workflows | Duplicate emails were being sent for documents associated with workflows with multiple sub-workflows. Now a single email is sent. |
Records | Issue | Corrected W-4 Instruction | On the multiple jobs worksheet, the instructions for Step 4(b) are now: Enter an estimate of your 2020 itemized deductions (from Schedule A (Form 1040 or 1040-SR)). Such deductions may include qualifying home mortgage interest, charitable contributions, state and local taxes (up to $10,000), and medical expenses more than 7.5% of your income. Previous comment incorrectly stated 10% of your income. |
Records | Issue | Removed Deleted Documents from Custom Reports | Documents that were deleted appeared on custom reports. Now only active documents appear on reports by default. Archived documents can also appear if the filter settings indicate they should. |
Records | Issue | Improved Impersonation Auditing | Signing, approving, or reviewing documents within a workflow while impersonating someone else will now record the actual user in the workflow, not the impersonated user. |
Records | Issue | Corrected Workflow Display | Under certain circumstances, workflows continued to show Pending, even though they have been completed. Now these workflows will show as completed. |
Records | Issue | Corrected Visibility of Document Comments | Neither the request for a document comments nor the revision request comments displayed for a document. These comments now display in both notifications and the document. Please note this change does not affect previously created documents. |