Stavvy 0.55.0 Release Notes - January 31, 2023

Find out about our latest product updates. In this release we've added a number of requested enhancements including optional text fields, the ability to retry an exemplar document, and the return of meeting counts.

Date: January 31, 2023

Release Contents
  • :dizzy: Product Enhancements
    • Optional Text Field Annotation
    • Retry Exemplar Document Upload
    • Toggle Drag and Drop Annotions On/Off
    • Meeting Counts Return
    • Leave / End Meeting Button 
    • Meeting Screenshots
    • Action Menu for Files and Orders
    • Adding Borrowers to Files
    • Acknowledgement Confirmation Modal
  • :bug: Bug Fixes
    • Updating Annotations when User Changes

:dizzy: Product Enhancements

Check this section for minor feature updates and improvements we’ve made to Stavvy!

Optional Text Field Annotation

What changed?: Text field annotations can now be marked as optional. To add an optional text field, drag and drop the text field annotation onto your document, then deselect the required checkbox. By default all text field annotations are required.

Area of the Product: Meetings, eSign

Impacted Users: Notaries, eSign Packet Creators

Screenshot 2023-01-23 at 12.40.29 PM

Retry Exemplar Document Upload

What changed?: We've added a re-upload button to the exemplar document section of the Notary Profile. If an exemplar document is stuck in a finalizing state or needs to be replaced, users can use this to try uploading their exemplar document again.

Area of the Product: Notary Profile

Impacted Users: Notaries


Toggle Drag and Drop Annotations On/Off

What changed?: As a notary or meeting host, if you want to move annotations around on a document in the meeting, you'll need to enable the Drag and drop annotations button in left meeting panel. This will help tablet users better execute annotations and prevent annotations from being executed too soon.

To go back to signing mode, simply click the button again to turn drag and drop off. 

Area of the Product: Meetings

Impacted Users: Notaries

Screenshot 2023-01-23 at 3.02.21 PM-1

Meeting Counts Return

What changed?: Meeting counts are back! Navigate to the meetings page to easily see the number of upcoming, completed, and canceled meetings you have.

Area of the Product: Meetings

Impacted Users: Notaries, Meeting Hosts

Screenshot 2023-01-23 at 1.00.18 PM

Leave / End Meeting Button

What changed?: The leave / end meeting button has moved to the end of the meeting tool bar. This button was previously represented by a phone icon and displayed in the middle of the tool bar. Hosts will have the option to end the meeting, while signers will see the option to leave.

Area of the Product: Meetings

Impacted Users: Notaries, Meeting Hosts, Signers

Screenshot 2023-01-23 at 2.15.06 PM-1

Screenshot 2023-01-23 at 2.12.22 PM

Meeting Screenshots

What changed?: We've updated the meeting screenshot tool to make it more clear that you need to select which participant's screen you want to capture. Screenshots will automatically save as documents associated with a meeting.

Area of the Product: Meetings

Impacted Users: Notaries, Meeting Hosts

Screenshot 2023-01-23 at 3.11.03 PM-1

Action Menu for Files and Orders

What changed?: There's now a menu listed at the top of files that allows for easy access to all available actions. This includes creating meetings, eSign packets, eNotes, and Orders. Some actions may not appear if they have already been taken. Archiving has been moved to another menu, listed under "More Actions". 

Area of the Product: Files, Orders

Impacted Users: File creators, Vendors

Screenshot 2023-01-23 at 2.28.37 PM

Screenshot 2023-01-23 at 2.28.48 PM

Adding Borrowers to Files

What changed?: We've updated the Parties section of file creation to make it easier to see which fields are required when adding a borrower or seller. In addition, we've removed the ability to add an entity as a party and prevented the SSN field from hiding contents until it's been filled in.

Area of the Product: Files

Impacted Users: File creators

Screenshot 2023-01-23 at 2.30.55 PM

Acknowledgement Confirmation Modal

What changed?: There is now an additional confirmation required for documents approved without further acknowledgment needed in the quality control acknowledgement flow. If a user chooses to approve a document without sending it for acknowledgment signing then we will prompt the user to confirm this selection with an additional modal.

Area of the Product: Acknowledgment

Impacted Users: Acknowledgement users

Screenshot 2023-01-23 at 2.38.40 PM

:bug: Bug Fixes

 Whoops - our bad! Here’s the latest list of bugs we’ve squashed.

Updating Annotations when User Changes
What was fixed?: We fixed an issue where if a signer changed or notary was reassigned to a meeting then any annotations already applied to the document were not changing unless the user refreshed their screen.

Area of the Product: Meetings

Impacted Users: Notaries