We've made some enhancements to the Dashboard view, making it easier to see the Preview Status, Signing Method, and if there is a Mobile Notary.
We've also made the columns in the Dashboard customizable, so Users can display or remove the columns for a more streamline view.
eNote
In the Closing create form, if the eNote option is selected, an optional field to add the MERS number will populate.
Emails
We've updated some copy on the closing comment email notifications to make it clear, that replying directly to the email will generate a comment on the closing.
Scheduling
General
Client and User note's will now be made visible to the Scheduler on the Order Page.
Notary and Client confirmation emails will now automatically be sent within 5 minutes of the Notary being assigned.
We've increase the notary cap in the Automator from 30 to 60, allowing more notaries to be reached.
Enhancements
Closings
Settlement Agents
Settlement agents get an updated ability to edit appointment details directly in the UI.
Consumers
We're now including the file number in email notifications sent to the consumer, to help when referencing the closing for support inquiries.
Consumers will now be able to download documents during Review.
RON
Lenders and Settlements Agents will be able to see the property address for RON signings.
Lender will now receive the “Signed docs are ready for review” email once the wet signed package is available on Snapdocs.
Scheduling
General
If an order comes from ResWare, the “via resware” label will be displayed next to the order number.
Bug Fixes
Closings
Consumer
We've fixed a copy issue in the case when documents were not ready for Review, to make it clear to the consumer what the status of their documents are.
We've fixed a copy issue when the consumer(s) opted out of eSigning to make it clear what will need to occur if the option is selected.
We've fixed a copy issue on the eSigning completion page to be more instructional on next steps.
We’ve removed the broken “Doc Download” button from the navigation bar in DocSign, which was unresponsive if clicked.
Mobile
We've fixed the text message to now display the wet signing appointment details, if applicable, when the eSigning has been completed.
We’ve fixed the issue with the zoom function when reviewing the docs on a mobile device.
Lenders & Settlement Agents
We’ve fixed the issue in which the system did not remove the existing Signing range as well as the Appointment date when being deleted in Edit mode.
We've fixed a copy issue on the Add Rush Docs pop-up, making it more clear when documents will be available on upload.
We’ve fixed the issue in which the “Complete signing” button in the Lender UI returned an error when clicking on it.
General
We've fixed an error overlay issue for when a consumer phone number was missing.
Ellie Mae Integration
We’ve fixed the issue in which the scanbacks to Encompass was corrupted due to non-PDF files being uploaded as signed docs.
Scheduling
Notaries
We've fixed the link for notaries that directed them to the NNA, in order to be certified.
General
For companies with QuickBooks integration, we've fixed the email copy when an assigned Vendor transaction has been deleted to show more details on how to address.
Notary requested from Closings
We’ve fixed the issue in which documents were not automatically shared with the Notary once being uploaded to Snapdocs.
