This release contains tweaks and minor enhancements to the FileInvite platform.
Please notify any urgent breaking bugs to firstname.lastname@example.org
Release will go to Sandbox and Staging Environments: 12/10/2020
Testing: 12/10/2020 - 23/10/2020 - Urgent Breaking Bugs reported within this period.
Regression Testing: 2/11/2020 - 5/11/2020
Expected Release to Production: 9/11/2020
Display and Notification User - under the Additional Settings when creating a new Invite, or under the Options tab of an existing Invite, there is now the option to choose a Display and/or Notification user.
Display User - This users details will replace the Invite senders details on all Client Facing Emails/SMS notifications, as well as on the Client Portal.
Notification User - This user will receive Notifications instead of the Invite sender
Note: The user must be in the same group and have the ability to send on behalf of another user to see these options.
See the Solution Design emailed separately for full specifications and functionality for testing.
SMS Notifications - sometimes the Almost Due Client Reminder didn't show the actual number of days left until the Invite was due
Users can now be deleted from a group under the Team > Groups page (This was broken if the account had 1000s of users)
Improved the consistency of the Invite Complete Notifications going to a User
Adjusted the Save as Draft, Sign and Submit buttons so they aren't overlapped on mobile
CreateInvite API Call - the Cloud Sync parameter can now be passed 'default', as a service value to override the Template settings with the Users default Cloud Settings (Existing workflows won't be impacted by this)