Documents and Contracts: UX Bug Fixes

By David Holland

August 5, 2024

Focus was on resolving document discrepancies; signature shrinkage, PDF page size issue fixed; document status inconsistency on Contact Page resolved; date field no longer struck out in PDF downloads.

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

Community leaderboard – Workflow Trigger & Action

Custom Value linkage: Documents and Contracts

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

Custom Value linkage: Documents and Contracts

Introducing New Templates

New web templates launched to enhance marketing. Includes 2 website, 3 funnel, 1 email, 1 form, 1 survey,

Introducing New Templates

Billing item name changed to ‘Call Recording Storage’ from ‘Usage Charges’

Call recording storage charges now billed as ‘Call Recording Storage’ instead of ‘Usage charges’.

Billing item name changed to ‘Call Recording Storage’ from ‘Usage Charges’

Documents and Contracts – Displacement of Signatures – Fixed!

**TLDR:** Floating elements like signature blocks now stay fixed relative to their positions when adding content; future fix

Documents and Contracts – Displacement of Signatures – Fixed!

Direct Your Visitors to a Clear Action at the Bottom of the Page