Portal Release Notes

August 2017 - 1.0.0.584

New Features

• Added downloading of Excel file for signing reports

• Added ability to bulk resend invites to all accounts that have not been accepted
• Added support for previewing emails (.msg files)

August 2017 - 1.0.0.574

New Features

• Adobe Sign and Adobe SecureSign

• Adobe Sign task is available for employees on client documents grid

• Validation for PDF page count, file size and password protection occurs on click for an Adobe Sign task

• Adobe Sign accounts are automatically created when firm employees create an Adobe Sign task for the first time
• Adobe Sign groups are automatically created corresponding to Portal firms and users created in that group as firm employees create Adobe Sign accounts
• Adobe Sign task cannot be created when the only signatory is the currently logged in employee
• Adobe Sign setup includes a Secure Sign Options checkbox
• Creating an Adobe Secure Sign task displays the authoring page so the employee can place signature blocks and other items on the document
• Cancelling on the authoring page for Adobe Secure Sign tasks removes the task
• Adobe Sign task uses a workflow to ensure accounts have to sign first, and employees are only able to sign after all accounts have signed
• Notification emails for Adobe Sign task created, reminder sent, signing complete and deleted all being sent by the Portal application
• Audit events are recorded when an Adobe Sign task is created, partially signed, reminder sent, signing complete or deleted
• Adobe Sign events appear in the list of events on the dashboard for created, partially signed, signing complete and deleted
• Adobe Sign tasks appear in the signing events on the dashboard for unsigned and signed documents as appropriate
• Adobe Sign tasks appear in the reports for unsigned and signed documents as appropriate
• List of signatures still required from for Adobe Sign tasks is reduced as users sign
• The Accounts and Employees selected to sign an Adobe Sign agreement can click the 'Sign' button on the document grid for the document to get the signing page
• The Employee grid in Settings indicates if an employee has an Adobe Sign account or not, or invitation sent but not yet actioned
• Adobe Sign accounts can be created from the Employee grid in Settings

Improvements

• The Accounts and Employees fields of the Adobe Sign Setup popup act as drop downs if clicked or press down key with focus
• Disable the Splash screen/loading screen of HowNow Portal when running with a Theme or iFrame

Resolutions

• Resolved issue with DevExpress failing to open PDF for Viden Group

• Resolved issue with Export of signed document to HNO not working for Adobe Sign

• Resolved issue with HNOP able to setup doc to sign by AdobeSign without the Firm being enabled for Adobe Sign
  

June 2017 - 1.0.0.571

Resolutions

• Resolved issue with Pdf Validation not adding CreationDate when missing, and adding extra logging

June 2017 - 1.0.0.555

Improvements

• Date Signed column added to 'Signed Documents by Client/Account/Employee' Reports to show Date/Time task was signed complete
• Login screen label and place holder change from "Username" to "Email", error message text to "Your email address is required."
• Disable the Splash screen/loading screen of HowNow Portal when running with a Theme or iFrame

Resolutions

• Resolved issue with Dashboard recent events after upload showing 'Document Downloaded' without document actually downloaded

May 2017 - 1.0.0.547

Improvements

• Azure storage moved from US to Australia hosting with new storage accounts with encryption
• Updated Privacy Policy and Terms and Conditions to reflect move of Azure data storage to Australia with encryption
• Account users attached to multiple clients are prompted to select a client when uploading a file by drag and drop onto the grid with 'Clients: All' selected
• Changed message on Portal-Admin login page to 'Sign in with your Firm credentials'

Resolutions

• Removed previewing of '.docm', '.dotm' and '.xlsm' files
• All email notifications consistent in use of Firm details in sender and subject
  
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October 2016 - 1.0.0.498

Improvements

• When a page shows a grid of results, the first row will be automatically selected when the page is first opened.
• The performance of file uploads in the User and Admin Portals has been improved.
• When documents are setup for signing, everyone who must sign the document will now receive their own unique pin code.

August 2016 - 1.0.0.484

Improvements

• Added ability to click an item in the "Signing Events" list on the dashboard and be taken to the corresponding document.

Resolutions

• Addressed issues resulting in the "Fetching your document" mesage not disappearing sometimes when previewing or signing a document.
• Fixed issue resulting in "Sign" task not being removed from documents when client is connected to HowNow Online.
• Fixed issue resulting in upload notification still being sent if the document was deleted within five minutes of it being uploaded.

August 2016 - 1.0.0.471

Improvements

• Added visual notification to the user when trying to upload a document when viewing all documents for all client in the User site.
• Added direct linking to preview of supported documents from upload notification email.
• Added direct linking to signing process from signing required notification email.

Resolutions

• Allow files to have extensions in their names.
• Allow hyphen in client name
• Fixed sorted by client name when viewing all documents for all clients in the User site.

July 2016 - 1.0.0.468

Features

• Signing reminders.  Firms can now set a period (in days) after which the Portal will automatically resend the "Document requires signing" notification to all signatories that are still to sign, including employees.

• View documents for all clients on the user site documents page.  The default view, when an account that has access to multiple clients now shows all documents for all the clients.  They can search, download, sign and preview these documents in one place or they can filter to a specific client.y communicate with all of their Portal clients.

July 2016 - 1.0.0.462

Features

• Announcements is available for all Portal users.  This feature enables the firm to easily communicate with all of their Portal clients.

Resolutions

• Fix for a lot of signing events causing timeout / slow load on the dashboard.
• Fixed issue where uploading to sub filters from HowNow was failing.

June 2016 - 1.0.0.436 (Unchanged)

Improvement

• Improved upload strategy for larger documents resulting in faster uploads.

May 2016 - Hotfix

Resolutions

• Fixed issue where PDF documents with the PDF metadata field "Created Date" caused infinite "Signing your document" message and would not complete the signing process.

May 2016 - 1.0.0.436

Resolutions

• Fixed an issue effecting HowNow desktop users when exporting to the Portal.  Uploading documents to sub level filters should now work as intended.

April 2016 - 1.0.0.431

Resolutions

• Fix for an issue where branding is not saving when setting it up for the first time for a Firm.

April 2016 - 1.0.0.430

Resolutions

• Fix for an issue where notifications were not saving when updating the email content for the first time.

March 2016 - 1.0.0.419

Improvements

• Added ability to resend invitation email if performing forgotten password on an account which has not accepted their invite.  User is now prompted to resend their invitation email to their address and complete the signup process.
• Added ability to resend invitation if it is expired when attempting to accept invite.
• Removed references to HowNow where possible on unbranded sites.  Replaced references to HowNow with Firm Name for branded sites.
• Improved client site mobile to view to make buttons accessible on smaller devices and make the grid larger.

Resolutions

• Fixed issue where account with same email address as employee would fail to find by email address when performing forgotten password function, resulting in the generic we can't find your account email to be sent.
• Resolved branding error messages in console.

March 2016 - 1.0.0.413

Improvements

• Updated signing engine to latest version.

Resolutions

• Fixed issue where after a firm representative signs a document it is not updating in the grid automatically.
• Fixed an issue where downloading files from websites and the HowNow Webserver will cause connection to be dropped after 10 files.
• Fixed issue where PIN code emails were not sent.
• Fixed issue where first page after signing the document would not load correctly in the viewer.
• Fixed issue where an account and employee, with the same email address, could not reset their password for one the accounts (random).

February 2016 - 1.0.0.405

Improvements

• Changed button styles to be more prominent when active and greyed out when inactive.
• Fixed filters on client site, for mobile view they will be located above the grid, will be collapsed and display a selected label.  On desktop view they will be expanded and located left of the grid.
• Improved page load time by optimising some of the resources required for the site.
• Added button to resend PIN emails to all accounts who have not signed a document, or to the employee if the accounts are finished signing.
• The font in all emails sent from the Portal system is standardised as Calibri.

Resolutions

• Fixed validation of email and mobile fields when editing the details for an account or employee.
• Fixed issue where files with very large titles were causing errors during the signing process.

February 2016 - 1.0.0.401

Features

Firm Personalisation of Notification Emails

We have added a new field for you to set your firm's replay address for all notifications that are sent from the Portal - this field is found in Settings > Notifications and is called "Set Notifications Reply Address".  This needs to be a valid email address such as: [email protected]

Once that field has been set, email notifications sent to your client will be in the format:

[Firm Name] via HowNow Portal - with an actual email address of [email protected], so the from address on notifications will look like this:

Your Firm via HowNow Portal <[email protected]>

Replies to HowNow Portal Emails

When a client replies to an email sent from the Portal, it will go to Your Firm via HowNow Portal <the email address you set in the field above>.

Firm Portal Site

Dashboard

• The details of person in the events no show the person's name instead of the email address.
• Help has been made more prominent and is now shown at the top right of the website.
• Clients are now shown before Accounts on the left hand pane to be a more logical sequence.

December 2015 - 1.0.0.374

Improvements

• Removed time from the "Date Modified" column on the documents grid, now it just displays the date.
• Implemented process to remove outdated styles and scripts when refreshing the web sites.

Resolutions

• Fixed issue where documents were flagged as signed, but were not signed.
• Fixed email validation for adding and editing employees when using Internet Explorer browser. 

November 2015 - 1.0.0.370

Features

• Added functionality for firm filters to propagate to the client level (firm filters can not be edited, deleted on a per client level):
  • Creating a firm level filter will create it for all clients
  • Editing a firm level filter will update it for all clients
  • Deleting a firm level filter will delete it for all clients
• Added the ability for employees to be set as the default email recipient.  This functionality subscribes the selected employee to ALL client under the firm, including any clients created in the future.
• Added the ability to remove employees as default email recipient.  This will unsubscribe them for all clients.

 Improvements

• Improved previewing process for rendering a document.  It now loads the first page and displays the documents whilst continuing to load the remaining pages.
• Added footer links to side navigation bar for user site when viewed on mobile devices.
• Accounts on the user site cannot delete firm filters or filters created by an administrator for that specific client.  Users may still delete filters they have created.

November 2015 - 1.0.0.360

Improvements

• Signing is now compatible for mobile usage
• Design changes to User site to support usage on a mobile device
• A column has been added to the "Accounts Grid" to show whether an account has accepted the Portal invitation

November 2015

Improvements

• When an account is invited, the default email notification now contains an added message and link regarding the Welcome Guide on Fresh Desk.

November 2015 - 1.0.0.352

Features

• When setting up SecureSign or Click to Sign, added functionality to select a firm representative (employee) to sign the document. To enable this functionality the firm representatives do need to be created as employees in the portal.
• A "Sign" button has been created on the Admin site for the selected firm representative to sign the document:
  • Firm representative is only eligible to sign the document after the selected account/s have completed signing
  • An email notification will be sent to the firm representative after the selected account/s have completed signing.  The notification contains the pin code to access the document
  • If a firm representative has been nominated to sign and all accounts have already signed, the document will remain in a partial state until the firm representative signs
  • After a firm representative has signed the document, it will flow through to HowNow desktop as expected

Improvements

• Improvements around signing and error handling:
  • If errors occur at any point during signing, a retry option will appear and reload the document for signing
  • Retry option will bypass pin authentication if the 5 minute lock on the document has not expired
  • Retry option will request pin authentication if the 5 minute lock on the document has expired
• The SecureSign process now includes a "Next Required Field" button that will scroll the "Next Required Field" into view
• Removed some signature styles and colours to improve/de-clutter the UX when selecting a signature style

Resolutions

• Improved validating email addresses for accounts and employees to ensure incorrect email addresses are corrected at the time of creating and editing account details
• Invited accounts now always get subscribed for notifications for the selected clients that they were invited to
• On the Dashboard, the recently signed documents section will now show the correct time

October 2015 - 1.0.0.345

Features

Connection to HowNow Online

• Documents can be imported into the Portal from a HowNow Online connected client
• Documents uploaded by end users will be exported to the HowNow Online connected client (no support for automatically exporting signed documents to HowNow Online connected clients at this point)

Improvements

• The following sections, located on the Admin Dashboard, have had a design and functionality update:
  • Statistics (week or month filter)
    • Clients count
    • Documents count
    • Users count
    • Signed documents count
  • Signed/Unsigned tasks
  • Link to Release Notes
  • General audit list (same functionality as previous dashboard however the look and feel have been updated)

October 2015 - 1.0.0.341

• Multi-select of files has been enabled on the documents grid
• Multiple files can be selected for download - note this feature only applies to download, the preview, delete, assign filters and tasks menu items will be disabled when multiple documents have been selected
  
• Mobile number is no longer a compulsory field for accounts or employees
• Notifications - given name, surname and firm name merge fields have been added to account invited and employee added notifications

September 2015 - v 1.0.0.332

• Single sign has been deprecated in the Portal and replaced with Click to Sign
  
• Single sign will be supported from some versions of HowNow until all software has been updated
• Bug fix - file names containing special characters are now uploading successfully

September 2015 - v1.0.0.327

• Implemented the functionality to allow administrators/employees to perform a forgot password request from the login page
  
• Dates shown in the documents grid are now in local time relative to the user's location
  
• Improvement to the error messages on forgot password
• Consistency in portal browser tab title
• Notification emails will now include the firm's name in the subject
• User accounts and employees may now share a single email address, but are limited to one account on each site per email address. 

September 2015 - v1.0.0.323

• Added the ability to activate and deactivate employees
  
• Inactive accounts and employees are not able to login to the portal
  
• Added the ability to edit employees' details including email/username
  
• Added the ability to delete employees
  
• The grid now shows whether an employee is an admin 
  
• Firm administrators can now make another employee an administrator
  
• Employees now follow the invite process, where a notification is sent to the employee with instructions to complete their activation
  

August 2015

• Implemented support for different sized logos on branded sites
  
• Preview button is disabled for unsupported document types
  
• Fixed issue regarding integrated users not being able to export documents
• Fixed embedded iframe login not displaying correctly

July 2015

• Implemented password character requirements for both User and Administrator sites
  
• Added responsive error message when previewing a document fails
  
• Documents setup for secure signing within 5 minutes of being uploaded will not send a document uploaded email to account holders - one email will be sent per selected signatory informing them that their signature is required and containing a PIN code to access the document.
  
• Fixed a typo in the activation email link
  

June 2015

Administration Site

• Added notification preferences to the portal
  
  • Accounts invited or assigned will automatically be subscribed to notifications
  • Employees are not subscribed by default
  • Notification preferences for inactive accounts are displayed in grey font with a strikethrough
• Added branding to the portal
• Added branding in tab settings
• Added support for embedded logins