Stavvy 0.52.0 Release Notes - December 13, 2022

Find out about our latest product updates. In this release we've added support for IPEN meetings and enhanced our compliance settings.

Date: Dec 13, 2022 

 IPEN (In Person Electronic Notarization) Meetings*

Summary: IPEN rounds out Stavvy’s meeting offering, giving customers another eClosing solution. IPEN allows you to take the Stavvy meeting experience in person, while maintaining the benefits of digital signing and notarization.

Helpful Hints: The IPEN meeting experience is optimized to be used with a tablet or desktop device. Meetings are created and scheduled just like a RON meeting, but with a physical meeting location. During the meeting notaries can pass around a device to validate signer Identity, sign documents, and add their notary seal similar to the experience they have in a fully remote RON meeting.

*IPEN is initially available on a limited basis. Please contact your Customer Success Manager if you are interested in trialing this feature.

 

             Create an IPEN Meeting                                       Start the in person meeting

 eConsent & Personally Known Settings

Summary: Stavvy has updated our compliance functions to give customers greater control over their signer and notary experiences. It is now possible to choose whether or not signers should need to read through eConsent terms before agreeing to them, and also to choose whether or not notaries should be able to bypass ID Verification and KBA using personally known as an option.

Helpful Hints:

There are two new settings updates under Organization > Compliance

• eConsent: If this is turned on, when a signer enters Stavvy, they will be prompted to read and review the eConsent terms before they get the option to provide consent. When Stavvy updates its eConsent terms to a new version, users will again need to read eConsent before agreeing. If the setting is disabled, signers may simply provide their consent without first reading the terms.

• Personally Known Option: Organizations can now choose whether or not they want to allow notaries to select personally known for ID Verification and KBA. If the function is turned on, notaries will be prompted to acknowledge that they understand the action they are taking. If the function is turned off, personally known will not be selectable and notaries will be informed that their org has disabled the feature.

Learn more at: help.stavvy.com/compliance-settings

 Product Enhancements

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Video Off Indicator in Meetings

What changed?: The meeting experience now displays a video off icon when a participants video feed has been turned off. This will allow hosts to better understand if a participant has intentionally turned their video off or if their connection is impacting their video feed.

Area of the Product: Meetings

Impacted Users: Meeting Hosts, Meeting Participants

Reference Ticket: PRISM-811

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Link from Meetings back to Files

What changed?: We’ve added a link on the meeting details page that connects to the associated file. This will allow users that need to use both meetings and files to navigate between the two more easily.

Area of the Product: Meetings

Impacted Users: Meeting Creators, Meeting Hosts

Reference Ticket: TTA-63

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Add Additional Meetings to a File

What changed?: Users were previously unable to add more than one meeting to a file. This limitation has now been removed, but each file is currently limited to 1 active meeting. Active meetings are meetings that have not been canceled. If the other meetings associated with a file are canceled then users are able to add additional meetings.

Area of the Product: Meetings, Files

Impacted Users: Title & Settlement Vendors, File Creators

Reference Tickets: TTA-58, TTA-31

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Guam Notary Seal

What changed?: We now support Notary Seals for notaries located in the US territory Guam. Notaries can update their notary seal in their Notary Profile.

Area of the Product: Notary Profile

Impacted Users: Notaries in Guam

Reference Tickets: SUMMIT-667

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 Bug Fixes

eNote: Optional Late Charge Maximum Field

What was fixed?: We’ve removed the Late Charge Maximum field as a required input for generating eNotes. We have also added a tool tip to note the West Virginia Form IDs that this field is required for.

Area of the Product: eOriginal Integration, Files

Impacted Users: Lenders using eOriginal Integration

Reference Tickets: PRISM-805

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Date Picker Issues

What was fixed?: An issue with our date picker component was causing us to pass an invalid date format when users manually typed into the date picker rather than clicking to select a date.

We now pass a consistent date format regardless of how the date picker is used

Area of the Product: Meetings, eOriginal Integration

Impacted Users: Meeting Creators, eNote Creators

Reference Tickets: PRISM-592, OLYMPUS-593

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In Application Messaging Notifications

What was fixed?: File owners were not receiving notifications from messages sent via Files Messaging from a vendor. Both parties now receive email notifications about messages.

Area of the Product: Files

Impacted Users: File Followers, Vendors

Reference Tickets: OLYMPUS-551

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eSign Packet Stuck Signing in Progress

What was fixed?: Documents without annotations included in eSign packets were able to get into a status of “Ready to Sign” when a packet creator moved quickly though the eSign packet creation flow. This resulted in packets being able to move to a completed status. We’ve corrected this issue so that documents without annotations can not get into a ready to sign state.

Area of the Product: eSign Packets

Impacted Users: eSign Packet Creators

Reference Tickets: PRISM-842

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 Deprecated Product Features

Removal of .docx File Conversion Support

What changed?: We are removing support for converting .docx file types to .PDF upon upload in the Foreclosure workflow. Users were previously able to upload a .docx when initiating a Foreclosure order. This was the only place in the platform where we supported this conversion.

PDF format is required for documents that need to be annotated or commented on when using Stavvy.

Area of the Product: Foreclosure Orders

Impacted Users: Attorneys using Foreclosure Orders

Reference Tickets: PRISM-801