Features and Enhancements
We have started to roll out our new Order Form to select customers and make enhancements to prepare for broader release.
Admins can now designate a primary Office from the Admin > Manage Offices page, with visual indicators, set/remove actions, and a warning when multiple primary offices are detected.
The Dropbox backup tool now supports running reports, agreements, and attachments individually (or together, as before) so syncs can be scoped to just what's needed.
Bug Fixes
Agreements containing agent or client names with special characters (", $, or \) now render and complete the e-sign flow correctly in smart templates.
The order history page loads faster thanks to an optimized client history query.
Dropbox upload errors now log more useful details and correctly distinguish authorization failures from other errors.