Product Update Changelog - What's new in FileInvite for Lending

This update contains tweaks, and minor enhancements to the FileInvite platform.

We are constantly working to improve your FileInvite experience! Here's a summary of what has changed.

Introduced the Assignee feature to improve internal team coordination when working on invites.

Allows tracking of which team member is actively working on an invite.
Supports searching and assigning eligible team members directly from the Manage Invite page.
Includes tooltips and default placeholder status when no team member is assigned.

Visibility of Assignee Field:
- Displayed only for active invites on the Manage Invite page.
- Hidden for Draft or Archived invites to reduce clutter.
Tooltip Implementation:
- Added an info tooltip displaying: "Who is working on this invite, shown internally only."
Search Functionality:
- Dynamically filters eligible team members (Organization Owner, Admin, User roles) based on input.
- Includes a "(Myself)" tag next to the current user’s name for clarity.
- Displays “No results found” when no matches are available.
Permissions Update:
- Viewers can see the Assignee field but cannot make changes.
- Only Organization Owner, Admin, and User roles can assign or unassign team members.

Notification Behavior Improvements:
- Assignees no longer receive Invite Sent notifications to avoid redundancy.
- Added new notifications specifically for Assignees with an additional header:
  "You're receiving this as assignee on this invite."
Scenarios Addressed:
- Correct email content updates for events such as “Invite Ready for Review” and “Invite Completed.”
- Fixed overlaps in POC, Watcher, and Assignee notifications.
Default State Handling:
- Resolved an issue where new invites occasionally displayed incorrect Assignee status.
- Ensured consistent "Unassigned" placeholder when no team member is assigned.

Release Version: API v1.48.0

Release on: November 28, 2024

Invite Watchers Feature
- Introduced the Invite Watchers functionality to enhance collaboration and visibility on invites.
- What It Does:
  - Allows users to assign additional individuals (Watchers) to specific invites.
  - Watchers receive email notifications for key updates on the invite, such as:
    - Field changes or rejections.
    - Submission reminders.
    - Completion of the invite.
  - Ensures stakeholders who need to stay informed can do so without being actively involved in managing the invite.
- Who Can Be a Watcher?
  - Any team member in the account can be assigned as a Watcher to an invite.

Notification Settings Update: Users can now opt in or out of notifications as watchers directly from their profile preferences.
Enhanced UI for Watcher Management, making it easier to view and assign watchers when managing invites.
Improved notification delivery flow for invites with multiple watchers to ensure timely updates.

Release Version: v1.33.0
Released on: Nov 26, 2024

NEW

Teams Navigation Added: Introduced a "Teams" link in the navigation bar, enabling users to access the new Teams page.
Enhanced Team Management: Users can now create, edit, and delete teams, search for teams and members, and sort team names for efficient management.

Team Page Features:
- Search functionality allows users to filter by team or member name.
- Pagination added for streamlined browsing of large team lists.
- Sorting options available for team names (A-Z or Z-A).
Validation and Feedback: Clear error validation for mandatory fields like team name and members, along with success messages for user actions.

Addressed inconsistencies in displaying team members:
- Teams with three or fewer members display names separated by commas.
- Teams with more than three members show the first three names followed by an ellipsis ("...").

This release ensures better usability for managing teams, providing a smoother navigation experience, enhanced feedback, and intuitive controls.

Release Version: v1.34.0
Released on: November 21, 2024

NEW

Update to "Load Template" Functionality:

Enhanced the "Load Template" feature in the "Create Invite" page to offer more control when managing requests.

Template Loading Behavior:

Single Request in Invite:
- Overwrites the single existing request with the requests from the selected template.
Multiple Requests in Invite:
- If total requests exceed 50 after loading the template:
  - A dialog notifies the user about the limit.
  - Options provided:
    - Overwrite existing requests with the template's requests.
    - Cancel and return to template selection.
- If total requests are within the limit:
  - Appends the new requests to the existing ones without any prompt.

Dialog Update for Request Limits:

Introduced a user-friendly prompt to handle situations where total requests exceed the system limit of 50.

Release Version: v3.105.1
Released on: Oct 3, 2024

NEW
UI Update to the Request Section:

Added a new feature to the request section:
"Who should complete this request?" dropdown menu, which lists contact names associated with the invite for easier request assignment.

CHANGES

Dropdown Menu Addition:
A new section labeled "Who should complete this request?" now appears in both new invites and request details, with a dropdown menu listing all contact names tied to the invite. This allows users to select the appropriate contact for completing the request.