Release Notes January 2025

Featured Updates

- The Staged Documents and Staged Document Requests tabs within Bulk Document Management were expanded to the bottom of the page.
- The mouse pointer changed to the “click” hand symbol when hovering over the Account Overview pie chart.
- In Review Packages, the columns widths were increased horizontally.
- In Household Management, both “Add Household” and “Edit Household” text fields were lengthened in the pop-up window.
- Under Mail Settings, both “Create New Template” and “Edit Template” header text fields were lengthened in the pop-up window.
- Adjusted the default column widths of the page in Location Settings.
- On Account Annotations, updated the grid outline color and shape to look more integrated on the page.