Document Batches
We have created a notification toggle that controls whether notifications are sent when a document batch is processed. Formerly all of the document batches would trigger an email, but now users have the ability to select whether or not they want to send email communications.
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​Accounts Tab
​When viewing an Investor Account, we have added a breadcrumb selector in between Investor Name and Account Type titled ‘Accounts’. This provides more convenience for the user to navigate back to the Accounts Tab to view all accounts held by an investor.