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[May 16, 2023] Doc management at the org level, bug fixes, and more
[May 16, 2023] Doc management at the org level, bug fixes, and more
Marnie George avatar
Written by Marnie George
Updated over a week ago

Document management at the organization level

In addition to required documents, our new document management feature now allows generated documents to be configured at the organization level saving broker owners valuable time.

Any document set at the org level will apply to all teams within that organization. Team admins will still be able to add required and generated documents for their teams, but they won't be able to remove the documents set at the org level.


Bug fix

An issue that prevented users from signing a document that had been added multiple times to an e-sign package is now fixed. The system now recognizes when a document has already been uploaded and overrides the previous version, avoiding any errors.

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