With today's update, you can upload multiple PDF documents into TotalBrokerage at the same time! File uploads for both the Forms Library and Transactions have been updated to allow you to select and upload as many files as you need and submit them at the same time. You will receive progress updates as each file is processed and can conveniently click through to any uploaded file without losing your place.
We have upgraded the process requesting of e-signatures to allow for much more flexibility. You can now request multiple e-signatures at the same time from all of the people in your transaction. In addition, how they are sent out is configurable with two options. They can be sent One by One, which will make it send to one signer at a time in order, or they can be sent to everyone at the same time. This will lead to even more time saving when using TotalBrokerage!
Inactive accounts will now be hidden from the basic account search. They can still be found via the advanced search.
Users completing onboarding questionnaires now have the ability to upload additional files to their account that may not be mapped by Human Resources managers, or that may not apply to other accounts. The Upload Miscellaneous Files question type provides a single convenient location for users to freely upload these files during the onboarding process
We've made an improvement to the calendar date selector. You can now choose a month and/or year when picking a date. This is helpful for running year over year reports, selecting birthdates, or simply to jump ahead a few months for a date.
We have added a new page to make it easier for you to see and complete all pending work across onboarding questionnaires. Similar to the Compliance Queue for compliance officers, the Onboarding Queue displays a full list of all onboarding questionnaires that have items for you to address - whether it be in questionnaires assigned to you directly or those that require your participation - and allows you to quickly click through to each and get your work done as quickly as possible. The Onboarding Queue is available to all users and can be found in the Human Resources section of your sidebar.