Release Notes on May 15, 2023

In this release, we deployed new functions in additional to bug fixes.

Consumer and Small Business Portal

1. DocuSign implementation

We reinstalled DocuSign as an additional e-signature provider on the platform.  We like DocuSign for its extensive reporting features and reliable support.  We will be offering this choice to Institutional users in the coming weeks. 

Institutional Portal

1. New Daily Activity Report

We developed a new reporting tool.  Institutional users can monitor the daily activity on the portal from user sign-in to ACH transfers.