Find out about our latest product updates. In this release, we are rolling out a new annotation editor and we have improved the end-meeting workflow for certifying documents.
Date: October 22nd, 2024
Release Contents
- New Annotation Editor
-
Product Enhancements
- Improved Certify Documents End Meeting Workflow
-
Bug Fixes
- No bug fixes in this release
New Annotation Editor
Feature Overview:
UI updates to the annotations editor to allow for a more streamlined experience including:
- Accurate handling of annotation coordinates/padding to reduce finalization issue
- Click to annotate
- Improved annotation level controls (Resizing, Reassigning, Optional/Required)
- Review this article for a full list of changes
Impacted Users: Notaries/Document Preparers
Area of the Product: Annotation Editing Experience
Current Experience:
New Experience (October 22, 2024):
Improved Certify Documents End Meeting Workflow
What changed?: To minimize finalization errors that may occur when notaries try to certify documents that have missing optional annotations, we've implemented some updates to the End Meeting modal. Notaries will now be directed to review the documents in the document viewer to start the finalization process, rather than certifying them directly from the modal.
It’s important to note that they will still receive prompts to finalize documents in the document viewer as usual once all annotations are complete.
This change only takes effect when the End Meeting button is clicked.
Impacted Users: Notaries
Area of the Product: Meetings
Current Experience:
With incomplete annotations:
With completed annotations:
After Release:
With incomplete annotations:
With incomplete optional annotations:
With completed annotations:
The notary will continue to see the Finish Document button to finalize the document if all annotations have been completed:
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