DEPLOY-1075 shipping the week of March 10, 2025
We reference internal codes to make it easier to identify which enhancement or fix you're referring to in case you need to inquire (e.g., DAS-1164).
Enhancements
We are introducing the identity dashboard and profile for customers on our Premium and Enterprise plans. Beginning on March 12, all current customers on these plans will have access to the new Identities tab, which will point them to a dashboard centered around individuals who have completed transactions for that organization, as opposed to a transaction-centric view. Customers will be able to search by signer/recipient and view a new profile page for each individual that contains a link to all transactions they have been associated with. (ID-2119)
Audience: Business, Title, and Lender portals; Premium and Enterprise tier customers
Availability: Default
Release stage: General availability
Transaction types: All transactions, including previously executed
Updated