During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investor
Documents:
- Comergence is now integrated with DocuSign
- For more information on how to connect your account, click HERE
- Last action now displayed on client document list
- Client document history improved to only display actions that occurred since the document was requested
- An expired badge will display for outdated client documents
- New waive options to permanently waive and/or one-time waive documents
- For more information on client documents, click HERE
- Application “Print Package” option now available
- Please Note: Any applications created before October 25, 2021 will not include print package
- For more information, click HERE
- New ability to request/assign documents in bulk from the Clients Board
- For more information, click HERE
Custom Fields:
- New custom field layout & grouping allowing investors to arrange and organize fields within all available objects
- Significantly increased the number of custom fields
- For more information, click HERE
Questionnaire:
- New filters for questionnaire name and status
- New Application link to take user directly to related application details
- For more information, click HERE
Lender
Documents:
- Comergence is now integrated with DocuSign
- Expired badge will now display for documents that are out of date
- For more information, click HERE
- For more information, click HERE
Questionnaire:
- New filters for questionnaire name and status
- For more information, click HERE