Release Date: January 26, 2021
What was updated?
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.