E-signature request templates
You can now create e-signature request templates and apply them to your clients for routine forms like e-file authorizations or engagement letters! Save draft requests as templates, browse existing templates from a client's page, or even bulk apply templates to multiple clients - saving you time and ensuring each form is consistently filled out.
Other Improvements
- Increased performance of the All contacts list for practices with many contacts.
Bug Fixes
- Fixed a bug where editing a property to be empty caused the filter to show an empty option.
- Fixed a bug where the Excel/CSV preview library was throwing a runtime error.
- Fixed a bug where an error message appeared when deleting a contact.
- Fixed a bug in the non-transaction questions files section where the ellipsis was cut off when there was enough space.
- Fixed a bug where an error message appeared when loading the Reporting tab.
- Fixed a bug where a user revoking personal inbox access did not persist.
- Fixed a bug where forwarding one receipt to two @books.cc emails resulted in both receipts landing in one client.
- Fixed a bug where reviewing an attachment triggered a “Something went wrong” error.
- Fixed a bug where users could not create a draft email from the Templates modal.
- Fixed a bug where the Keeper Sign Up logo did not load correctly on the /sign-up/ page.
- Fixed a bug causing slow load times for search transactions; table defaults now revert to 20 items per page.