Changelog

September 16

• Further enhanced Email Builder in our Engagement Hub with preview and send test email functionality.
• Growth chart within dashboard bug fixes > line was not updating in real-time.
• Started API for easy import and mapping of Docusign templates into Finpace.
  • This will make updating forms an almost instant process and eliminates the current pain of dragging and dropping all fields, initials and signatures.

September 9

• Deployed Email Builder in our Engagement Hub.
• Zapier improvements and backlinks uploaded.
• General audit of application to find bugs and improvements.

September 6

• Deployed 4 new templates within Zapier ecosystem.
• Fixed a bug where downloading a web form created a loading error.

September 5

• Dashboard updates > refreshed icons for more cohesive look and feel
• Form enhancements > added toggle within Template settings to allow users to show their Firm Logo on top of every form. Before, a user would have to add this to any section they wanted it to show within a form.

September 2

• Began work on an internal Email Builder that all users will have access to
• Form fixes and improvements

August 19

• Ledger improvements
• Dashboard container unification(s) > make all containers same width for uniformity
• Simplified issues within table functionality in the DocuBuilder

August 14

• Delivered v1 of Ledger
• Zapier > began testing for existing users to bring integration live
• Dashboard css improvements for Docs updates
• Feature delivery: Secure public forms in collaboration with AWP

August 8

• Dashboard updates > made 'Unfinished Tasks' front and center to make current needs for all involved faster and easier

August 1

• Delivered Import Customer(s) automation feature
• Zapier > created client, completed form triggers
• Successful collaboration with AWP to bring about useful updates for all users

July 11

• Updated sync settings between Finpace and integrated CRM to happen automatically every 15 minutes
• Fixed UI bug where data was written but not showing within forms

July 9

• Updated Schwab application forms
• Fixed a bug with forms menu disappearing
• Began integration with Zapier
• Begain AI FormBuilder - Internal project
• Improved formatting on Finpace DocuBuilder
• Improved Finpace DocuBuilder experience

July 3

• Delivered a custom default form for Enterprise customer - XYPN
• Built Acknowledgement and Consent popup for Finpace Esign Experience
• Improved a Finpace default form for all users - Digital Onboarding Questionnaire

June 28

• Improved Finpace dashboard menu for easier readability and user accessibility

June 27

• Delivered a new sign-in experience for all Finpace users. This allows for expanded branding recognition for Finpace user firms by allowing ALL users to experience white-labeling of our application, not just for enterprise users anymore.

June 26

• Improved multi-template in one envelope via Docusign experience

June 20

• Deployed multi-template in one envelope experience to Finpace development environment

June 10

• Improved Finpace mini-CRM experience

June 4

• Fixed bug where Finpace was not allowing users to upload multiple disclosures at once. Furthermore, once new disclosures were added, they were not showing up.
• Began work on 'return to form' link sent to users should they not complete a form. This will ensure they are taken back to exactly where they left off if they don't finish a form.

May 28

• Experimented with different layouts in Finpace mini-CRM for the best UX/UI for Finpace users

May 27

• Dashboard updates and improvement delivered
• Began Finpace DocuBuilder experience with signing capability for Docusign parity

‍May 26

• Delivered improvements to forms experience

May 17

• Unified forms experience both on public facing and invite only forms