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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.

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