Shipping Date: August 3, 2026
Enhancements
Reporting Tab and Referral Links Removed from Navigation for Pro and Pro+ Organizations
To simplify the experience for Pro and Pro+ organizations, the Reporting tab and Referral Links have been removed from the navigation. This update declutters the interface and puts the emphasis on your core workflow — sending and managing transactions.
Audience: Business Pro, Pro+ (including NST), and Title ProRoles: Owners and AdminsGA
Manual Template Selection Now Available During Document Upload
Business, Title. and Lender customers can now select a template to apply to an uploaded document, automatically copying all of its fields. This serves as an alternative to automatic template matching. Users may select a template from their managed document template list or choose "No template" to upload the document without any fields applied. Please note, the 'No template' option displaces the previous 'Disable automatic matching' checkbox.
Audience: Business and Title customers using document templatesRoles: Owners, Admins, and users with send & manage permissionsGA
Fixes
Agent Identity Timeline and Verify Button Available Once Verification Requirements Are Completed
During a Verify session, the agent's Identity timeline and Verify identity button are available once verification requirements are completed.
Audience: Organizations using Verify AgentRoles: Verify AgentsGA
Notaries Approved for ODN Capacity Can Complete the Capacity Opt-In Step During Onboarding
Notaries approved for On-Demand Notary capacity can complete the capacity opt-in step during onboarding.
Audience: Notaries onboarding for On-Demand Notary (ODN) capacityRoles: NST NotariesGA
On-Demand Notary Capacity Approval Maintained Through the Personal Info Onboarding Step
On-Demand Notary capacity approval is maintained through the Personal Info step of onboarding.
Audience: Notaries onboarding for On-Demand Notary (ODN) capacityRoles: NST NotariesGA
Updated