January 2021 ECR Release Notes

 Release Date: January 26, 2021

What was updated?

  Information

All these updates are for SmartVault plans: Tax Prep, Accounting, and SmartVault for Business 2020.

Removal of the "Apply to all Subfolders and make all folders like this" option from the Access Notification Settings page

The “Apply to all Subfolders and make all folders like this" option is removed from the Access Notification Settings page.

What was fixed?

The Assigned Employees workflow to display up to 200 employees

The number of employees that can be seen and selected in the Assigned Employees modal has been increased to 200.

Activation workflow for guests on IOS and Safari Browsers

The Sign-up form opens correctly for Guests on IOS and Safari browsers.

User experience improvement by resolving the “InvalidOperationException” error

The commonly encountered error on the Guest View when visiting File Exchange "InvalidOperationException” has now been fixed to improve user experience.

User experience improvement by resolving the “ObjectNotFound” error

The commonly encountered error on the Guest View when visiting File Exchange "ObjectNotFound" has now been fixed to improve user experience.

Links sent to Guests are opening on the new Preview page

Links sent by a firm to a guest are opening up in the new Preview page instead of the old platform.

User experience improvement by resolving the “ClientId Already Exists” error

The commonly encountered error when trying to edit client details, "Client ID already Exists," has now been fixed to improve user experience.

Document scrolling on the Preview page

You can scroll through documents with many pages (more than 30) on the Preview page.

File Preview for multi-page documents

The file preview page for multi-page documents now displays one page at a time.

Option for guest users with Write permission to override existing file

Guest users can now replace a file in File Exchange if they have the "Write" permission.

Preview status for files

The preview status of files that can not be previewed now displays correctly.

Upload button on Files and Folders

The Upload button is always visible on Files and Folders.

Page input fields on the Preview page

The page input fields on the preview page are working correctly.

 

 

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