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New Features & Enhancements

Qualification

Operations

  • Workflow Banners updated for setoffs to use Clawback language and remove language about milestones being blocked/expired.

Settings

  • Updated Integration Settings for EverBright DocuSign integration to be read-only.

See our release schedule to learn more about release timing and upcoming release dates.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I book live training?

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