Release Notes 24.18 - September 2024

Last updated: September 10, 2024

What’s new in version 24.18

We’re bringing more visibility to customer approvals and enhancements to our API.

Questions about our latest updates? Contact our support team.

Client Portal

Accounts that are using our Client Portal to send documents for customer approval, will have a new column visible on form pages.

CP Approver Notes will display any comments left by your approvers under the Notes section of the digital signature page.

client-portal-cp-approver-notes-column.jpg

Approvers use the Notes section to leave feedback or codes related to the document they are signing. Users no longer have to open each PDF document to view this information.

client-portal-cp-approver-notes.jpg

Aimsio API

Accounts can now manage their User provisioning (insert/update/deactivate/change password) through POST requests to our API.

For more information on our API, please see: Aimsio API (Developer Overview)

Resources