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Product Update

Release Notes November 2023

This update includes multiple UI improvements and bug fixes.

November 30, 2023By Portal Support
Insight

Feature Updates

- Updated email template variable {{name}} to reference user’s name that is receiving the document for ad hoc notifications
- Added two new font selections in Admin Style Settings: Muli and Roboto
- Improved compression ratio for packager PDFs to reduce overall file size, while keeping ability to edit text in Adobe

Bug Fixes

- Resolved inconsistencies with single document notifications for:
- Households
- Your Documents
- Advisor Shared Documents

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