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Introducing Streamlined Onboarding
We're excited to announce an enhanced onboarding experience that puts simplicity and efficiency at the forefront. We've been listening to your feedback, and we've made significant improvements to ensure a seamless start with our platform.
For Administrators:
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Custom Messages: When inviting users, you can now include personalized messages to guide them through the process.
Simplified Invites: We've streamlined the invite options to prevent any confusion and ensure a smooth invitation process.
Consistency: We've organized user roles alphabetically for Board portal, making it easier for you to manage permissions.
For All Users:
User-Friendly Invitations: Our new invite layout features a prominent "Accept Invite" button, making it clear and easy to get started.
Smart Routing: We automatically identify whether you're a new or existing user.
New Users: You'll be directed to a revamped registration page with improved design, user-friendly phone number and password handling, better autofill, enhanced throttling, and more robust error handling.
Existing Users: You'll be seamlessly directed to the login page.
Locked Username: For added security, new usernames are now linked to your email, eliminating the need to create a separate username.
Welcome Email: New users will receive a welcome email upon successful registration, offering quick access to login and support information for future reference.
Signature Request Due Date
The maximum duration for a signature request due date has been adjusted to 180 days or six months. This change serves a dual purpose: it ensures that our customer documents are not stored with our sub-supplier longer than necessary and aligns with the requirements set by our supplier, Signicat.
