Email signature files will no longer be saved in Attachments and Other Files or display as separate attachments on the profile.

Emails will now be pulled into Trail with the correct date and time that they were sent/received.

Improved email searching functionality on profile timelines.

Fixed the detection of recipients of emails on profile timelines.

Fixed the “to”, “BCC”, and “CC” email fields to populate in profile timeline correctly.

Any quote documents uploaded in Provider Research will be merged and downloaded in the SOA.

Partners Life policy imports renewal & commencement date are reflecting correctly.

Fixed a error when the Policy Fee was not included in the total cost on a Condensed Insurance Policy Schedule.

Fixed an issue where Policy Documents weren’t saving to policies after assignment.

2FA verification checks are now working as expected.

Documents are displayed with their name and category in Mortgage Applications again.

Sending a password reset link to a client from their Contact Card now works correctly.

Signing section for a Mortgage Application download is removed.

Products owned by trusts & companies now in product summaries.