Author name: Sebastian Valencia

New Fields and Assignment Rules in “Contacts”

Description:In the “Contacts” section, three new mandatory fields have been added to the contact form: Company Department Assigned User (to assign tickets individually) Additionally, the priority order of the fields has been improved to make the form easier to understand and complete. Behavior: Each user can only see the list of users assigned to them. …

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Restrict Deletion of Documents Sent to the Notary

A new feature has been implemented to prevent users from deleting documents that have been sent to the notary. Originally, the requirement included showing a warning notification indicating that the user must request the notary to reject the document instead.After review, the behavior was improved — the Delete button is now hidden when the document …

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Send a Mandatory Description to the Notary at the End of the Notary Flow

A new feature has been implemented that requires users to enter a mandatory description for the notary before completing the notary flow.The text label has been updated to “Detalle para la notaría” for better clarity.This ensures that each process sent to the notary includes a detailed note or context, improving communication, tracking, and document accuracy …

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New CloudIA Call from Error or Warning Messages

A new feature has been implemented to improve the user experience when encountering error or warning messages on the platform. Since around 80% of tickets originate from error notifications, this enhancement provides users with alternative, self-service tools through CloudIA, helping them resolve issues faster and reducing unnecessary ticket creation. The update includes: Informative text and …

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Warning Notification When Deleting Documents Sent to the Notary

Added a new feature that displays a warning notification when users attempt to delete documents that have already been sent to the notary.Since users cannot delete these documents directly, the notification informs them that they must request the notary to reject the document in order to proceed.This improves user guidance and prevents confusion during the …

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