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TAP 1.15 Release Notes

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New Features

New option to attach files on stage-level notification: An option to attach files is introduced on stage-level notifications. For more details, check the client success center here.

Label Changes: In the Documents section for a record, ‘Signed Documents’ will now display as ‘eSignature Documents’, and ‘Process Documents’ will now display as ‘Documents’. For more details, check the client success center here.

Permission to Delete a Process Document: An option to delete a process document is introduced. A new permission 'Delete Process Documents Privilege' is set in the Application Permissions. A user can remove or delete process documents if this permission is given. For more details, check the client success center here.

Bug Fixes

Issue: Unable to access Documents from Dashboard Actions - documents
Tracking Code: TAPSUP-6896
Salesforce Case Number: 2023-0529-7858887
Expected Result: The documents tab will open and display the processed and signed documents without error.

Issue: Self-Provisioning Issue
Tracking Code: TAPSUP-6857
Salesforce Case Number: 2023-0523-7852735
Expected Result: Once a user registers using the link sent on their email ID, they will be able to access the TAP dashboard without error.

Issue: Prepopulate Field based on TeamConnect Field - Field not populating when selecting a user and not when selecting a firm from Team connect
Tracking Code: TAPSUP-6287
Salesforce Case Number: 2023-0105-7613881
Expected Result: The field name will remain the same when selecting a firm from TeamConnect.

Issue: Users are not able to submit first stage for the workflow 'Requester Input Form'
Tracking Code: TAPSUP-6552
Salesforce Case Number: 2023-0314-7711525
Expected Result: User will be able to submit the first stage. 

Issue: TAP Status not updated after signature by the external signer
Tracking Code: TAPSUP-6472
Salesforce Case Number: 2023-0227-7692725
Expected Result: Both Document status and TAP status will be updated for external signers.

 

For the TAP 1.15.4 Release notes, check the below link.

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