Product Updates 

Application 

• Fixed the invite an owner link in the Confido Legal application. 
  
  

• Removed Card and ACH services selection from the onboarding form. All firms now sign for both even if they are only going to use one of the services.

Partner Dashboard - Firms Table  

• In the Partner Dashboard, you can filter firms by 'Agreement Status' to see the real-time status of any firms Docusign agreement.

• Partners can now resend the agreement directly to the signer through the Partner Dashboard by clicking on any 'Sent' agreement and selecting 'Resend Agreement'.

Disbursements

• Added limit for the max disbursement volume in APPROVED for each Bank Account.

• Added a Max Disbursement Amount setting which caps the maximum amount a disbursement can be created for.
  
  

All Transactions Table 

• Debuted the new and improved transactions table, designed to load faster and allow for easier search. 

• Added new filters, including sort by client name to the All Transactions table.

• New 'Show Declines' filter added, giving visibility into the history and reason codes for declined payments. 

Developer Notes 

• Added the clientsList and mattersList queries.

• Added transactionsList.totalAmounts to return the totals for the entire transaction query.

• Added the ability to exclude types from the transactionsList query.

• Added default limit of 10,000 records in list queries.

• Added exclude status and allow zero offset in transactionsList query.
  
  

Bug Fixes 🐛

• Google Authentication bug fix: Now a user can login with Google authentication after signing up with email/password for the same email address.

• Fixed a bug preventing MFA from being disabled at the firm level.

• Fixed a bug preventing users from updating a disbursement that had a Matter associated with it