Removed references to deprecated secondary logging system | CP-1333

Signing Reminders are being produced again | CP-1565

Fixed the styling of the "Waiting for upload" message in the users screen | CP-1427

Fixed an issue where removing the signing task after a document has been declined for signing didn't properly clean up the data | CP-1476

Client level filters can now be renamed or deleted | CP-1417

Strengthened the reliability of the Adobe Advanced Signing notifications | CP-1424

When a user declines the signing of documents in Adobe, 'Declined' is shown in the Status column, and a notification email is sent to inform the Employee the document has been rejected | CP-1265

Enabled the upload document button even when a client is not selected; cleaned up the prompt to select a client when uploading a document without a client selected to help guide the user | CP-1379

Improve appearance of error messages | CP-1272

Improved grid refresh after document upload | CP-1241

Resolved Account deletion issue when no outstanding signing events | CP-1257, CP-1316

Resolved errors occurring when accepting Portal Invite | CP-1278

HotFix for user table adjustments | CP-1275

Files with upper case letters in the extension are now compatible with the file type icons | CP-1234

Security fix for the Copy Link function | CP-1235

Upload notification emails will no longer be sent for invalid documents | CP-1246

Improvements to the Notification system to reduce the potential for double notifications for Adobe Signing | CP-1215, CP-1239

Improved reliability of the Notification system | CP-1153

Added a new Notifications merge field – ‘Document Details with Name’ for file upload | CP-1227

Performance enhancements for Branding Service | CP-1233

Disallowed uploading of files with no file extension | CP-1244

Improved performance when previewing documents | CP-1249

Portal invitation expiry has been increased to 7 days | CP-1194

Account email addresses now accept Capital Letters | CP-1238

Updated search functionality to speed the searching of documents for Firms with large numbers of documents | CP-1254

Small formatting change to the Copy LinkTooltip

Copy Link button can now be pasted into an email

Reporting packages consolidated and tested

Loading of Firm branding improved with loading spinner and white background

Sort order on Employees page now defaults to Given Name

Button to resend All Unaccepted now only available to Administrators when there is no current Account search in place

Upload of files with colon or semi-colon is now supported | CP-1093

Portal Users document grid is now refreshed consistently after documents are uploaded

Account Resent Invitation Reconfigured - added ability to bulk resend invites to all accounts that have not been accepted

New Reports to determine which accounts have accepted/not accepted their invitation

'Advances Signing Options' button and tooltip updated

Remove unnecessary AdobeSign signing buttons in Advanced signing feature

Added Successful Upload Validation note after sending documents from HNO to Portal for Signing.

Added downloading of Excel file for signing reports

Adobe Sign and Adobe SecureSign

Adobe Sign task is available for employees on client documents grid

Validation for PDF page count, file size and password protection occurs on click for an Adobe Sign task

Resolved issue with DevExpress failing to open PDF for Viden Group

Resolved issue with Export of signed document to HNO not working for Adobe Sign

Resolved issue with HNOP able to setup doc to sign by AdobeSign without the Firm being enabled for Adobe Sign
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Resolved issue with Pdf Validation not adding CreationDate when missing, and adding extra logging

Resolved issue with Dashboard recent events after upload showing 'Document Downloaded' without document actually downloaded

Added an audit event for when a signing task is removed.

Changed the header bar to display username of currently logged in user.

Changed message on Portal-Admin login page to 'Sign in with your Firm credentials'.

Three new Reports:

Signed Documents By Account

Signed Documents By Client

Signed Documents By Employee

Note: Historical signed document data is available from the 10th January 2017 until present.

Resolved issue with employee grid in settings showing to a few rows on initial load.

Resolved issue for timeout when fetching thousands of items for the document grid.

Administrators can now view the audit trail for any document. Functionality includes who and when uploaded, previewed, downloaded, requested signatures and signed a document.

Administrators have access to a new Reports section providing the following reports:

Unsigned Documents By Account

Unsigned Documents By Client

Unsigned Documents By Employee

Improvements around the signature service and some miscellaneous minor bug fixes.

Resolved issues affecting HowNow Webserver downloads from the Portal.

Resolved issue stopping documents from being deleted.

Fixed issue where account with same email address as employee would fail to find by email address when performing forgotten password function, resulting in the generic we can't find your account email to be sent.

Fixed issue where first page after signing the document would not load correctly in the viewer.

Fixed issue where an account and employee, with the same email address, could not reset their password for one the accounts (random).

Improved page load time by optimising some of the resources required for the site.

Added button to resend PIN emails to all accounts who have not signed a document, or to the employee if the accounts are finished signing.

The font in all emails sent from the Portal system is standardised as Calibri.

Help has been made more prominent and is now shown at the top right of the website.

Clients are now shown before Accounts on the left hand pane to be a more logical sequence.

The uploads box is now minimised once the upload is complete.

A firm administrator is now able to resend an employee an invitation to the Portal (Portal invitation links expire after 24 hours).

Added functionality for firm filters to propagate to the client level (firm filters can not be edited, deleted on a per client level):

Added the ability for employees to be set as the default email recipient. This functionality subscribes the selected employee to ALL client under the firm, including any clients created in the future.

Added the ability to remove employees as default email recipient. This will unsubscribe them for all clients.

Improved previewing process for rendering a document. It now loads the first page and displays the documents whilst continuing to load the remaining pages.

A column has been added to the "Accounts Grid" to show whether an account has accepted the Portal invitation

When an account is invited, the default email notification now contains an added message and link regarding the Welcome Guide on Fresh Desk.

When setting up SecureSign or Click to Sign, added functionality to select a firm representative (employee) to sign the document. To enable this functionality the firm representatives do need to be created as employees in the portal.

A "Sign" button has been created on the Admin site for the selected firm representative to sign the document:

Improvements around signing and error handling:

The SecureSign process now includes a "Next Required Field" button that will scroll the "Next Required Field" into view

Removed some signature styles and colours to improve/de-clutter the UX when selecting a signature style

Improved validating email addresses for accounts and employees to ensure incorrect email addresses are corrected at the time of creating and editing account details

Invited accounts now always get subscribed for notifications for the selected clients that they were invited to

On the Dashboard, the recently signed documents section will now show the correct time

Documents can be imported into the Portal from a HowNow Online connected client

Documents uploaded by end users will be exported to the HowNow Online connected client (no support for automatically exporting signed documents to HowNow Online connected clients at this point)

The following sections, located on the Admin Dashboard, have had a design and functionality update:

Single sign will be supported from some versions of HowNow until all software has been updated

Bug fix - file names containing special characters are now uploading successfully

Added notification preferences to the portal
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Added branding in tab settings

Added support for embedded logins

Added button in accounts page to resend invitation if account has not accepted their portal invitation or invitation was not received.

Added extra 2 stage warning when deleting clients to ensure the action is intended.

Changed secure sign document setup method: