Release Notes

Release Notes

January 19, 2022

Manage documents, contacts, and users

TAGGED: 
Reporting

Improved Document Management

We have enhanced how we process and manage documents which enables you to store and reference them in more productive ways.

  • Importing Files During Template Upload (Onboarding and Updates)
    In the onboarding and profile update processes, files referenced in debt and lease input templates will now be “imported” into our storage buckets and associated with client organizations. This will enable additional functionality and control over these assets within the application. Files can be referenced from an internal Google Drive share or a third party site like EMMA.
  • Attach Multiple Files to Debt and Lease Obligations
    Document storage has historically been confined to a single file associated with the Source Link. With this update, you have the ability to upload multiple files for a particular obligation and designate one as a source. You and your team can store anything related to an obligation all in one place—OS, transcripts, disclosures, rebate reports, etc—and be confident that you are referring to the same data as they are stored in the app.
  • Attach Supporting Documents to Payment Detail
    Clients typically have supporting documentation that is associated with payments like an invoice, wire cover sheet or some other authorization. With the addition of a Files card, you can now upload this documentation to keep all related files related to the payment grouped in this part of their workflow.


Manage Contacts Related to Lease Components

Profile owners can now create and update lease contacts without submitting requests to the implementation team. You can add and manage contacts that are associated with lease obligations using the UI on the Lease Component detail page. This functionality is currently in development for Debt and will be available shortly.


Domain Allow List for Organizations

We've introduced a new setting to improve the management controls and security of internal User and external Guest accounts. You can specify domains that must be used for User accounts (e.g. no personal Gmail accounts). Accounts not matching the allowed domain list may be added as Guests. This level of control ensures that all parties—whether internal to the Organization or supporting Guests like FAs, bond counsel, etc—have the appropriate level of access to the apps.