This release contains new features such as Logging & Reporting, User Roles and Permissions, SMTP and other minor features.
📝Note: Many of these features are Enterprise Only features, please contact your Customer Success Manager for more details on upgrading your plan to enable these features!
Updates to Listing Page - changes how the Invite page loads
Invites Export - Exported Spreadsheet now contains Invite Reference ID
Updates to email notifications design
SMTP - Route all of the application's customer facing emails through a custom mailing server - See More Here
Master Notification Settings Update - Ability to override the Master Notification Settings to all Users - See More Here
Custom Template Folder - Allow for a custom Template folder in the Templates sidebar, with ability to set a custom logo - See More Here
Disable Modifying Invite Settings - Ability to set on the Template whether Additional Settings can be changed when creating an Invite - See More Here
Assign multiple User Roles
Place Signature Fields programmatically
Webhook failures to a pre-defined email - can be set via Settings > API & Webhooks
Logging and Reporting - See More Here
Added logging of key events such as user actions, customer actions, invite actions, file actions and account actions
Added an export tool to pull reports from this logging that can be based on groups and individual users.
Roles and Permissions - See More Here
Added Custom Roles that Users can be assigned to
Added advanced permissions that can be used to setup Custom Role
Disable Contact Completion Email - Ability to disable the email sent when a Live Form is submitted, set at the form level
Disable Modifying of Live Form Field for whether contact completion email is sent
Authentication controls to enforce connection to Onedrive Business on first login