Product updates

Release ·

Version 1.9.0 🎃

Today's update we've given you more control over which projects your users can access, made it easier to manage system settings, provided a very advanced "settlement date" function and implemented "screen specific" help articles AND videos! 📺

▶️ Screen Specific Support

  • Clicking the help icon (top right of OPEX) now opens the support article for the screen you're looking at
  • You'll now see a "Play Video" icon on some screens, click it to see a video related to the screen you're looking at

🛡️ User Security Enhancements

  • Ability to restrict Legal users to specific projects
  • Ability to restrict Developer users to specific projects
  • New "User List" screen that combines all user types
  • New user role for "Legal" user (replaces "Law Firm - User")
  • Option to prevent "Legal" users accessing system settings
  • New user role for "Administrator" user (replaces "Law Firm - Admin")
  • User profile screen UX improvements

⚙️ System Settings

  • New and improved dashboard navigation for system settings

✉️ Document Reminders

Applies to OPEX Projects & OPEX for Business.

  • Daily reminders for unsigned "Documents" are now automatically sent for up to five days
  • Reminders can be seen in the "History" of a Document

📅 Advanced Settlement Date Options

  • More advanced options for Settlement Dates
  • Configure user-defined strings with merge fields
  • Allows for complex options such as "Settlement due on X days from date of sale or Y date, whichever is the latter"
  • Super configurable, supports just about any set of options
  • Provides a simple user interface for people creating contracts (agents etc)

👍 General Improvements

  • Support for fractional numbers for the "Bedrooms" and "Bathrooms" fields for project Lots
  • Vendor "Power of Attorney" string fields moved to Project Settings (previously in the "Vendors" screen)
  • Purchaser label for "First Name" changed to "First & Middle Names"
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