Release Notes

🧾 New Workflows: SEPA Direct Debit Mandate for Law Firm & SEPA Direct Debit Mandate for Tax Office

Two new standard workflows are now available via the Contractual Documents menu (setup may be required via Admin):

– SEPA Direct Debit Mandate for Law Firm
– SEPA Direct Debit Mandate for Tax Office

➡️ These workflows simplify the processing of SEPA Direct Debit mandates and reduce manual effort.

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📁 Share Multiple Workflows Simultaneously – Digital Workbook

You can now share multiple workflows from a single file with just one link.

➡️ Clients receive a digital workbook containing all relevant tasks – clear, complete, and easily accessible.

🎥 This video shows you how to create the digital workbook.

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✉️ Working with Email Templates from Outlook

We suggest using email templates to make your work faster and more consistent.
Here you'll find email templates in German and English that you can copy and customize.

➡️ This saves time and ensures that clients always receive the right information.

🎥 An introduction to creating and using email templates can be found in this video.

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Performance of the New File Menu (BETA)

The new file menu is significantly more performant. We've reduced long loading times from up to a minute to just a few seconds. The menu now also displays "My Files" as a default filter (see screenshot).

➡️ We're using this menu as a foundation to further optimize automation across workflows and collaboration within the team and with clients. We welcome your ideas and suggestions for improvement.

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➡️  Eine erste Einführung in das neue Menü findet Ihr in diesem diesem Video.

✨ New features

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Share all or individual pages of a workflow with clients

Previously, you could only share entire workflows with clients. Now, you can share individual pages with clients.
➡️ This is especially useful when only a few tasks from a workflow are still open and you want to share specific steps.

👉 This video shows how it works.

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Control workflow visibility

Team members will only see the workflows that are relevant to them.
➡️ Administrators can specify which workflows are displayed when creating a new process. This provides more clarity and saves time.

👉 This video explains how to set this up.

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Automatically create workflows

It's now possible to automatically create workflows as soon as a new prospect or customer is created.
➡️ This eliminates manual steps and standard processes start immediately.

👉 You can find step-by-step instructions in this video.

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Create files with default values

You can specify that default values ​​are automatically pre-populated when creating a new file.
➡️ This simplifies your work and ensures that important information isn't forgotten.

👉 This video shows you how to set this up.

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New File Menu (BETA)

We're introducing a new file menu that makes editing workflows in the onboarding process much clearer and more efficient.
➡️ This version is still in BETA – in particular, we're still working on significantly improving loading times.

👉 You can find an initial introduction to the new menu in this video.

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✨ New features

• Secure Deeplink for Share Matter
  → Similar to the way you can secure a case sharing process with a code, we're adding the option to also secure the "Share Matter" function with a code.
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• Creation of a dedicated page for Transparency Register documents in the KYC process
  → A new page in the KYC flow that shows the user the purchased Transparency Register documents.
  → If multiple documents are present, the user must decide which one they want to purchase.
  → Status indicators:
  • DOCUMENTS_REQUESTED: Documents requested, but no response yet
  • PURCHASE_PROCESSING: Documents will be downloaded automatically if only one is available
  • FINISHED: Documents successfully purchased and downloaded
  • ACTION_REQUIRED: Multiple documents present, user must select
  • FAILED: Document request failed
    
    The page will check the status regularly and notify the user when the purchase is complete or failed.

• New Feature: Service Catalogs
  Description of the service catalog, which contains a list of services offered for various companies (e.g., tax offices, distributors).
  
  Catalog structure:
  • Service type
  • Price
  • Currency
  • Payment methods
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🛠️ Improvements

• Performance issues in the DataRoom for large enterprises
  There are performance issues when using the DataRoom for large enterprises, particularly when displaying "About Us" information. -> Fixed

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🐛 Bug fixes

• Improved error messages for Google Place fields
  → Error messages for Google Place fields should only be displayed when the user leaves the field.

✨ New features

• New API for cross-process requests
  → Introduction of an endpoint: GET .../organisations/<id>/customers/processes, which queries processes across customers.
  → Supports filtering by process type, status (OPEN, CLOSED, COMPLETED), and process type (SHAREABLE).
  → Response contains caseId and customerId to make data retrieval easier for integrators.
  → Optional: groupBy=CUSTOMER | PROCESS_TYPE for an aggregated view.
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• New logic for displaying graphs
  → If a graph cannot be created, certain fields should be hidden based on defined criteria and the wording should be adjusted.

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🛠️ Improvements

• Improved document type naming
  → Standardized names for document types such as commercial register extracts, shareholder lists, or transparency register extracts.
  → Introduction of a /types/documents endpoint for querying defined document types with consistent names.
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• Optimize lead management
  → Introduce tags for matter intake flows for better segmentation (e.g., "Tax," "Notary," "Lawyer").
  → Adjustment of the self-onboarding logic for leads to mark incomplete data as "incomplete" and enable subsequent synchronization.

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🐛 Bug fixes

• iFrame link invalid in new workspace
  → API-generated portal and search links work, but the iFrame displays an error page ("Oops, seems to be no longer valid").

✨ New features

• Automatically clean up unnecessary processes
  Self-onboarding often results in unused customers and processes. Now you can easily delete them! With the new DELETE customer and DELETE process functions, you can remove unnecessary entries - if desired, you can even use the Force option, which also deletes completed processes and associated actors. This keeps everything clean and organized!

• New notification for risk approvals
  From now on, you will be automatically notified as soon as a risk assessment has been approved. The email follows our standard template and contains all relevant information - clear, understandable, and to the point!

• New feature: Lead management
  With the new Lead Inbox, you now have all your leads at a glance! You can merge leads with existing customers and cases, or convert them into new mandates - either with a new client or an existing customer.
  • Leads are created via self-onboarding or directly in the Betterco platform.
  • Clear structure: Leads already contain contacts and events - if not, the tabs remain hidden.
  • Flexible tagging: Segment and topic tags help you better categorize leads.
  • No need to invite users for leads - but you can still share processes.
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🛠️ Improvements

• Clearer error message for non-shareable workflows
  If you try to share a non-shareable workflow, you'll now receive a clear error message: "Attempt to create a share for a non-shareable flow." This way, you'll know immediately what the issue is!

• Better overview of customer documents
  From now on, you'll only see the relevant version of a document in your customer documents - duplicate entries are a thing of the past. Documents created specifically for a completed process will no longer be displayed in the general customer overview. This way, you can find what you're looking for faster!
  
• Optimization of Link Integration & Portal Page
  We've improved the integration link page so that it now functions flawlessly and is more user-friendly. Links are now generated correctly, including all the necessary parameters for smooth portal use. You can also now flexibly regenerate links if specifications change.
  We've optimized the display on the portal page: Instead of a confusing text field, we now present iFrame snippets in a readable code format. This makes integrating your portal easier and more professional!
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• Better overview for partners when approving tasks
  Partners now always see the most recent tasks on their dashboard under "Assigned to me." Once an approval has been granted, the task is automatically removed - keeping the overview clear and up-to-date!

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🐛 Bug fixes

• Issue "Risk-Report cannot be created" is Fixed

✨ 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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