2025-03-31 Proof Release Notes

DEPLOY-1088 Shipping on April 01, 2025

We reference internal ticket numbers 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

User profile — new!

Easily send a new transaction to an existing recipient from the new user profile. On every user profile you will have an option to create a new transaction, which will be pre-filled with that user’s information (ID-2285).

Audience: Business, Title, Lender customers

Availability: All customers on a Premium tier or above

Release stage: General availability

Transaction types: N/A

Clone transaction — new!

Streamline your transaction creation process in app with the new clone transaction tool, which will copy over all assets from the original transaction. Rather than starting a new transaction from scratch, you can now clone drafts, sent, and completed transactions when you need to send the same or similar transactions over and over again (BIZ-7068).

Audience: All

Availability: Default change

Release stage: General availability

Transaction types: All


Fixes

There were discrepancies found in the selfie portion of the identity tab vs the identity report for customers utilizing that feature. The report reflected a selfie failure when it should have reflected a success due to a mismatched data field (DFND-64).

Audience: Business, Title, Lender

Availability: Default

Transaction types: This currently applies to future transactions, but we will produce a retroactive fix for previously created identity reports.


Updated

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