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Version 2.7.1.0 — Release date: 10 February 2025

Release Notes: v2.7.1.0

Updated over a month ago

Enhancements

  • VaultOut for Signature reminders only send to clients who have not signed.

  • Vault — Notification when deleting documents loaded for multiple clients.

  • Reports — Introduction of Exclusive reports for Partner & Manager plus column settings.

  • Audit — Logs added for client uploads to the Vault.

  • IntegrationsClientID & ClientSecret no longer required for MYOBPM & myprosperity APIs.

  • ManageTeams option reinstated.

  • My Setup — Additional setting for Vault pages.

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