Release 21.9.0.0 - September 2021

Product Updates

Product Area	Type	Summary	Release Note
Configuration	Issue	Expanded Link for Deleting Folders	When deleting a folder from the Configuration menu, users had to place the pointer directly over Delete. In some cases, it seemed to be inactive. This was resolved by increasing the clickable area.
Contracts	Improvement	Improved Tracking for Contracts Sent at a Future Date	When sending a contract and choosing to send it at a future date/time, now the overall status of the contract will be labeled as Scheduled until it is sent. Additionally, if you are on the detail screen of the contract, the Scheduled status is indicated, along with the date the contract will be sent.
Files	Improvement	Added Required Field Indicators to I-9 Form	When completing an I-9 form, employees did not know a field was required until saving and receiving an error message. Red asterisks were added to inform employees of required fields.
Files	Issue	Corrected Page Break on I-9	When printing the I-9, under some circumstances, part of page 13 would appear on page 14. This was resolved.
Files	Issue	Fixed Impersonation for Employees with Quotes in Their Names	If the name of an employee had a single quote in their first or last name, Impersonate did not work. This was resolved.
My Tasks	Issue	Resolved Completed Documents Categorized as Needs Attention	Occasionally during the revision process, a completed document was included in the Needs Attention area of a user's tasks. This was resolved.
Notifications	Improvement	Added Checklist Name to Workflow Notifications	The following notifications now support the checklist name as a mail merge tag: Workflow - Approval Denied. Workflow - Approval Required Workflow - Review Required. Workflow - Revision Required. Workflow - Signature Required.
Reports	Improvement	Assign Checklist Directly from Custom Report Results	The option for Bulk Assign was added to the Custom Report results, allowing users to assign a checklist to up to 3,000 active employees in the list. To activate this option, click Configuration, then Export Settings. Under Data Set, select Collapse data set to a single row per staff member using the most recent form information.
Reports	Improvement	Added Demographic Phone Extension to Custom Reports	The demographic phone extension was not included in Custom Reports. This was resolved, and users can choose Staff Phone and Staff Phone Ext to report on these fields.