We are excited to share a fresh wave of features, security upgrades, and user interface enhancements designed to optimize your workflows, protect your account data, and improve customer communications. Let's dive into the updates we have rolled out this month.
These updates are organized into the following sections:
- Document Management and Clixsign
- Core Platform and Security Controls
- Advanced Triggers and Automation Tools
- Reporting, Prospecting, and System Maintenance
Document Management and Clixsign
Full Spanish Language Support for Clixsign: Spanish-speaking clients can now seamlessly navigate the entire document signing process with fully translated interfaces, instructions, and email notifications. Users can easily manage language preferences directly from intake forms and contact dashboards to deliver a highly personalized and error-free signing experience.
Enhanced Transparency with Voided Document Tracking in Contact History: The system now automatically captures and displays the full name of the internal user who voids any Clixsign document directly inside the Contact History log. This audit trail prevents confusion and ensures immediate accountability by detailing precisely when and by whom a file was canceled.
Chronological "Sort by Date" Filter for Uploaded Documents: A "Sort by Date" option has been restored in the uploaded files section of the contact dashboard's document tab. This lets team members immediately view files from newest to oldest, regardless of doc type, making it simple to find recent uploads.
Core Platform and Security Controls
Proportional Session Timeout Warnings and Cross-Tab Synchronization: To boost account security and protect sensitive data, users now receive a clear session timeout warning modal with a live countdown once 75% of their session has elapsed. Session activity is synchronized across all open browser tabs simultaneously, meaning extending a session in one tab updates them all, while an expired session instantly wipes the screen to secure data.
Mandatory Acknowledgement for Critical Contact Alerts: Accounts can now activate a setting that launches a mandatory pop-up modal the moment a user opens a contact record with active alerts. This ensures critical operational updates - such as legal status or urgent expirations - are physically acknowledged before agents can proceed with standard file tasks.
Immediate Routing Number Validation for Bank Account Management: The bank account creation and editing interfaces now execute immediate routing number validation against our master database before allowing changes to save. This upfront check prevents invalid or unrecognized numbers from entering your system, safeguarding payment reliability and preventing downstream enrollment disruptions.
Granular Role Permissions for Mail Lead Deletion: Admins can now safely restrict the ability to permanently delete entries within the Mail Leads module via a new checkbox under Admin Role Permissions. This provides stronger protection for high-risk data actions while ensuring your existing team configurations remain completely unaffected by default.
Advanced Triggers and Automation Tools
Real-Time Payoff Quotes with the Advance Recoup Tag: A dynamic advance recoup merge tag is now available across emails, SMS templates, and phone scripts to automatically calculate outstanding cash advance balances. By pulling real-time ledger data, this tag prevents financial shortfalls and ensures early payoff quotes are completely accurate.
Reporting, Prospecting, and System Maintenance
Deprecation of Legacy Mail Data Endpoints: To streamline our core platform infrastructure, we have permanently deactivated old public search and data posting endpoints associated with the legacy mail manager. These outdated components have been fully replaced by the more powerful, fully supported Mail Leads module.