Stavvy 0.54.0 Release Notes - January 18, 2023

• 🔎 Pre-Meeting Quality Control

• ✍️ Restrict eNote Signing to Closing Meetings

• 🔗 Vendor Connection Updates
•  Product Enhancements
  • Navigate through Meeting and File Documents
  • Rejected Order Notifications

•  Bug Fixes

  • Notary Listed for Rescheduled Meetings

  • ID Verification Error Message
  • eSign Documents List 
  • Document Signing Confirmation Email
  • Download All Documents From Files

🔎 Pre-Meeting Quality Control

Summary: Vendors assigned to an origination order can now verify the accuracy of documents and their annotations, and perform a quality control task to alert the file owner to any issues.

Organizations can turn on Quality Control in their settings allowing users to reject documents, and they also have the option to enable strict quality control requiring users to approve or reject documents before adding them to a signing meeting.

Helpful Hints: Pre-meeting QC will take place on the file, meaning annotations can be viewed on documents when they are in the file, all file documents will be shared with connected vendors by default, and the various parties connected to a file can move approved or non-rejected documents to a meeting when ready.

Pre-Meeting Quality Control Organizational Settings

Quality Control Action Menu Item

Quality Control Document Viewer

✍️ Restrict eNote Signing to Closing Meetings

Summary: Organizations that want to ensure that eNotes are signed on the same day as the underlying instrument can use this setting to support this part of their workflow. Enabling this setting will prevent signers from accessing the eNote for signing purposes outside of their scheduled closing meeting.

Helpful Hints: When this setting is disabled, eNotes can be signed in either an eSign packet or a meeting. 

To enable this setting, navigate to Settings > Organization > Compliance.

This feature is only available when your organization is connected to an eOriginal vault.

eNote Restriction Organizational Setting

🔗 Vendor Connection Updates

Summary: The process for connecting with vendor organizations has been updated to make it easier to invite existing and new vendors to collaborate with you in Stavvy.

We've made it easier to find and connect with organizations that are already set up in Stavvy and invite those who are new to the platform.

Helpful Hints:  We've added new functionality to help connect with vendors

On the organization page:

• The ability to search on statuses of connected accounts via a drop-down filter (Connected, Invited, Rejected)

• Displaying company (vendor) name & address 

• Displaying full address while hovering with a mouse

You can now easily filter by a connected organization's status

The updated Connected Organization Details Page

The invite flow via the Connect+ button:

• A matching functionality that displays existing accounts if there is similarity between the organization details of the new account and existing ones. I.E.: A match on company name, email or address.

  • Messages and UI indications to prompt you to look through existing matches (if there are any) before submitting an invitation.

• The ability to go back and edit the details of an organization before the invite has been sent.

Stavvy will find organizations you are already connected to or those similar to the one you are trying to invite, in case the organization already exists.

Product Enhancements

What was fixed?: The email to confirm all documents have been signed was adding a closing parenthesis ) symbol in between the signer's first and last name. This has been removed and displays the signer's name as expected.

Area of the Product: Meeting Emails

Impacted Users: Meeting Hosts

Reference Ticket: SUMMIT-722