1.0.0

Release date: 09/12/2023

✨ Improvements

• Notification: Update "Invitation to gateway" and "New onboarding documents" Email Template Content. (#926)

• Notification: Modifying NCE Content for Onboarding and Offboarding Notification Templates. (#927)

• License Validation: Enforce Unique State License Number Validation for Active Profiles. (#928)

• Documents: Support cloning of interactive forms retaining data but not the signature or initials. (#929)

• Documents: Highlight Missing or Incorrect Fields in the forms for Improved User Experience. (#932)

• Login: Login Screen Modifications. (#977)

• Notification: Updates to multiple agent email templates. (#983)

• Notification: Selective Email Notification Workflow. (#984)

• Notification: Change document sort order for agent email template "New onboarding documents are available". (#985)

• License Validation: Enforce Unique MLS / Association Member ID and Association Validation. (#987)

• Notification: Email notification for sales managers (group) when agent account is fully active. (#1037)

• Profile: View agent profile list. (#1073)

• Profile: Search and Filter Profile List. (#1074)

• Profile: Create a new profile contact. (#1075)

• Profile: Minimize duplicate profile policy. (#1076)

• Profile: Convert profile contact into an account. (#1077)

• Journey: Request Elliman account creation through an onboarding process. (#1078)

• Journey: Request Elliman account to be disabled through an off boarding process. (#1079)

• Profile: Archive a profile. (#1080)

• Profile: Update individual profiles. (#1081)

• Profile: Restrict profile access for different staff members. (#1082)

• Profile: Auto update profile data from interactive form. (#1083)

• Profile: Auto push profile data to ADAM and Harmony. (#1084)

• License Verification: Automation to sync daily real estate license datasets. (#1085)

• Profile: Allow user to manually set state license. (#1086)

• Profile: Automation to verify license transfer using MLS datasets. (#1087)

• Profile: Set primary location for an agent. (#1094)

• Profile: Provide a dashboard for Journeys (Onboard/Off-board). (#1095)

• Journey: Search and filter journey list. (#1096)

• Journey: Initiate onboarding or off-boarding journey. (#1097)

• Journey: Journey overview page. (#1098)

• Journey: Onboarding progress display. (#1099)

• Journey: Offboarding progress display. (#1100)

• Journey: Auto generate documents for an onboarding using a template for various regions. (#1101)

• Documents: Interactive forms and documents from PDF. (#1102)

• Documents: Auto fill interactive forms. (#1103)

• Documents: Enforce mandatory fields on interactive forms. (#1104)

• Documents: Preview interactive forms. (#1105)

• Documents: Send a request for a signature or intial. (#1106)

• Documents: Send a request for multiple interactive forms. (#1107)

• Documents: Adopt digital signatures. (#1108)

• Documents: Digital Signatures security. (#1109)

• Journey: Restrict access to agent journeys. (#1110)

• Journey: Interactive form progress display. (#1111)

• Documents: Archive document. (#1112)

• Documents: Agents and Staff can download document. (#1113)

• Journey: Staff can attach documents to agent onboarding process. (#1114)

• Journey: Auto assign default staff for signatures. (#1115)

• Journey: Enforce validations to advance onboarding. (#1116)

• Journey: Add a new interactive form for onboarding. (#1117)

• Workspace: Agent view list of tasks. (#1118)

• Workspace: Agent view completed tasks tab. (#1119)

• Workspace: Agent view attachments tab. (#1120)

• Workspace: Provide ability for agent to fill out interactive forms. (#1121)

• Workspace: Agent can decline a documents. (#1122)

• Profile: One Elliman account policy. (#1123)

• Profile: Automation to request for Elliman account activation. (#1124)

• Profile: Automation to request to disable Elliman account. (#1125)

• Notification: Automation for NCE notification for onboarding process. (#1126)

• Notification: Automation for NCE notification of off boarding process. (#1127)

• Notification: Agent notification emails. (#1128)

• Notification: Assigned signing staff notification emails. (#1129)

• Notification: Team notification emails. (#1130)

• Profile Import: Data import. (#1131)

• Documents: Document audit log. (#1132)

• Login: Agent login management. (#1133)

• Login: Enable Elliman single sign on. (#1134)

• Profile: Manually add association and MLS. (#1153)

• Profile: Search and filter for a profile. (#1156)

• Notification: Generate invite to gateway platform to agent personal email. (#1168)

• Journey: Assign staff to sign the New Hire Form or the ICA form. (#1169)

• Journey: Transition onboarding journey phases. (#1170)

• Journey: Transition offboarding journey phases. (#1171)

• Workspace: Signing manager can sign new hire form and ICA document. (#1172)

• Workspace: Agent can sign all documents published for them. (#1173)

• Workspace: Agent can attach files to agent onboarding process. (#1174)

• Journey: View onboarding journey list. (#1175)

• Journey: View off boarding journey list. (#1176)

• Audit: Audit all changes to agent off boarding process. (#1178)

• License Verification: Automation to validate real estate license transfer using state data. (#1179)

• Journey: Staff can attach documents to agent off boarding process. (#1181)

• Documents: Populate office data for interactive forms. (#1182)

• Workspace: Signing manager view list of tasks. (#1183)

• Workspace: Staff can decline a document. (#1184)