July-September '23

new releases new releases guidedsales pro our latest addition is a feature that simplifies and enriches the customer onboarding process for users users now have the option to onboard via a web channel, synchronized with their mobile apps these enhancements streamline the onboarding experience, enhance efficiency, and offer adaptability to meet various customer preferences and working conditions multiple interfaces for sales users to onboard customers easily track and update applications list of applications docid\ m9ou4qmewtjhyyqjurka1 easy filters application queue navigating through applications just got easier, you now have the ability to personalize your application queue this can be done by selecting the specific columns you wish to display and saving your filter preferences accordingly this will help, save the preferred view of the application queue reduce the hassle of long searches and remembering the filters and statuses to work with application queue docid 46h2m9xghwpmrtuxmfcn5 application curing now, back office users have the power to edit specific fields in an application, rectify errors, or make necessary changes in real time by empowering back office users to edit fields, we're slashing tat, lowering operational costs associated with handling drafts/redo, and making your services more competitive this feature is a game changer, and it sets signzy go apart while others may send applications back for corrections, you're making edits on the fly this means you can provide quicker services to your customers, and respond to market changes more swiftly application management docid\ seg7cpo1jycu1qxe9368f view module back office in the past, backops users had to navigate through a sea of data, including fields that were duplicates or irrelevant to their tasks with our latest update, we've streamlined your workspace by allowing you to tailor the visibility of fields, ensuring you only see what's essential your time is precious, and we want to help you make the most of it tailored field visibility in the backops portal means less noise and more productivity, allowing you to deliver top notch service to your clients application management docid\ seg7cpo1jycu1qxe9368f configuration versioning we're thrilled to introduce configuration versioning in this release! now, users can easily publish, restore, and manage configuration versions across different environments, and selectively export and import flows the versioning is exclusive across environments, and all fields are mandatory for exporting this feature helps you, save key milestone versions once fulfilled easily revert back to the previous version, with ease of a few clicks ensure the security of configurations and have a backup created for the same grants & configuration docid\ jdahz4tlyidbhr3duppnp improvements improvements contracting parallel signing contracts can now be sent in parallel, reducing turnaround time (tat) significantly reminders remind users of contracts pending to be signed with customizable reminder frequencies new provider alert! we've partnered with emudhra for aadhaar esign, reducing costs for our clients compared to nsdl this also ensures a backup to the e signing service if any one of them goes down video verification checks verify customers with an additional video verification check to ensure the correct identity of the signer and further reduce any chances of fraudulent activity (the above changes are only applicable in the contract sdk widget ) payments & collections razorpay empower users by allowing them to set e mandates for automatic payments to the services subscribed, this helps ensure a seamless collection of fees and payables along with setting up e mandate, users can also be charged a one time fee for their subscribed services mpgs(mastercard payment gateway service) users can now use mpgs standard checkout service for collecting payments from customers admin and creator platform configuration movement enhancing the current process of configuration by allowing users to simply move an entire flow, with just 2 clicks user initial input simplifying our onboarding services by allowing users to onboard customers with a single parameter only yes, you can now onboard customers by asking only an email or phone number flow duplication with the current observations and feedback, we have updated the flow duplication feature and enhanced it to reduce dependency once you duplicate any flow, all the pages and dependencies will be copied, allowing you to change or make modifications without impacting the original flow summary page v2 the new summary page is much sleeker and has been designed to provide users with the complete application at once the newer version brings in more insights and a better customer experience name match v2 we just upgraded our name checks with the increasing complexity of names and combinations within different systems, the new check provides better coverage and accuracy for the same internal dedupe now users can trigger dedupe based on conditions and trigger points of their choice toggle settings inside the widget configuration improved the experience for setting up the following widgets contract sdk photo verification vcip contract termination widget video verification marketing module self sign up page use a single url to redirect to the self sign up page, this can be embedded in any cta over multiple interfaces create multiple touchpoints for the customers to reach out to you via multiple channels matches the ui and ux of the onboarding journey support added for 2 column layout identity & fraud compliance with 3 day expiry for vcip for aadhaar xml in line with rbi's latest guideline on the expiry of aadhaar xml documents for the vcip process, the validity of the aadhaar xml file has changed from 72 hours to 3 working days the working days can be configured within go itself notifications reminders for sub merchants the sub merchants onboarded via remote onboarding (i e , email, sms) can now be sent reminders for completing the journey on email, via text messages when they drop midway through the onboarding journey hand off in the case of omnichannel onboardings, recipients of handed off journeys can now be sent reminders via email, text messages, and/or whatsapp mis & analytics filtration based on column values the new mis reporting dashboard now allows filtering results based on the values within each column users can save reports based on these filters major major bug fixes bug fixes bug fixes resolved an issue where the sso service within go was unexpectedly restarting, leading to a restart of service within go back and causing increased cpu load fixed a bug in go apis where valid responses were being returned even with the use of an authorization token from a different realm addressed the app issue that prevented rms and sales reps from viewing checker details for pending applications fixed a problem with the go integration layer microservice that was generating zombie processes on backend servers, resulting in a higher load on production servers corrected a ui issue in go+vkyc where post scheduling a vkyc call, buttons were not aligned with the theme and branding of the onboarding journey rectified ui issues in the assisted sales app such as the mismatched color of the page title with the theme and branding, and the home page logo merging with the notification bar we have resolved an issue with adfs login within the sales rep app