Version 29.2.25 - March 20
This update focuses on optimizing request management, providing greater control over signing deadlines, and improving data visualization in reports.
1. Returning requests to petitioners
A new status is incorporated within the request management flow.
It is now possible for the user assigned to a request to return it directly to the petitioning user for their corresponding review or correction. This functionality facilitates communication between teams and optimizes the workflow.
This action implies a new status that can be clearly consulted from the tasks panel.
2. Configuring signature expiration time
The ability to customize the duration of electronic signature processes is added.
Users with an administrator or supervisor profile can define and edit the expiration time of signature requests before sending the notification email.
This faculty can also be assigned in custom profiles. This allows teams to have greater control over document signing deadlines.
To activate this functionality in your workspace, it is necessary to make the request by contacting our team via email at support@biglelegal.com.
3. Default ordering in reports
The general view configuration options in the reports module have been expanded.
The possibility of establishing a default order when viewing reports is incorporated. This improvement facilitates data analysis and quick viewing of the most relevant information for the team without the need for manual configurations in each query.
You can find more details on how to configure your report views in the following article.