Release Notes

✨ New features

• Conversion of leads into clients
• Assistants also receives KYC-Done mails. Before just Partner received these mails.
• You are now able to share matters (not just processes) via Magic Link
• Support DocuSign flows via REST API

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🛠️ Improvements

• Better usability for Sign up Flow

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🐛 Bug fixes

• Bug within Country risk on Individuals is fixed
• DocuSign Email Notification is now sending
• Shareholder Graph within KYC is now available

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🛠️ Improvements

• We've eliminated the slow "My Task" list
• Card on Dashboard "Assigned to me" opens a new sidebar with the list of all tasks assigned to me
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✨ New Feature: 2 Factor-Authentification for shared processes

The only (data protection) security feature that could be used to date was the validity of the links, or the fact that they expire as soon as a process was closed. We have now also implemented optional two-factor authentication. When the link is created, a numerical code can now be generated, which the client must then enter to gain access to the link.
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✨ New feature: Sharing a matter

If you want/need to share more than one process with a client, you can now share an entire file. Of course, only the processes that are intended to be shared will be shared (no risk or legal sense processes).
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The client then lands on an intro page, where he can switch between the processes:

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🐛 Bug fixes

• The problem with overwritten addresses on UBO/ID cards has been resolved
• Notification on Client KYC Submit is working again

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✨ New features

• KYC Summary at the end of each KYC Process

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🛠️ Improvements

• More system explanations

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🐛 Bug fixes

• Riskflow: Contacts for screening were not preselected
• Address mapping for Contacts in Legalsense was using the wrong mapping

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