Eric Meury October 24th, 2017

Update: Request User Interface and Bug Fix

An update to the Create Request UI and Request Template was made. All functions remain the same. We moved the "Require Clients to Review Documents" upload button from at the bottom of the create request screen to directly below the custom email message box. This will make it easier and faster to upload documents for client review when creating requests from templates. We also replaced the Response Type radio buttons with a drop down menu. The result is a cleaner look.


  • Corrected the ReOpen Request to record the profile picture of the firm user that reopened the request

  • Adjusted the email notifications setting so that clients would not receive multiple emails for the same request in the same day.