This week we've released some key updates to our platform for our amazing customers!

  • Added the ability to import and export PDF & Word documents to and from Google Drive. (labs only)
  • Added DocuSign integration - send documents for signature directly to DocuSign. (labs only)
  • Added transfer restrictions - 'other' box.
  • Added restrictions and warnings for user defined precision.
  • Added native PDF e-sign.
  • Added agent to registration user interface,
  • Updated 'Address Other' as address type.
  • Upgraded performance of Org Charts.
  • Split apart history tab into audit trail and corporate history.
  • Updated share balance calculation adjustments for newly migrated data
  • Fixed issue with 'activeDate' and 'inactiveDate' for shareholdings DXT not always working correctly.
  • Fixed issue with not being able to remove leading '0' for transaction workflows.
  • Fixed issue with Ontario formation entity not updating on filing success.
  • Fixed issue with error when completing change of company name task.
  • Fixed issue with duplicate officers showing on overview screen.
  • Fixed issue with failure to complete a merge / amalgamate task when no entities selected.
  • Fixed issue with the inability to duplicate e-file PDF files.
  • Fixed issue with consistent commas for numbers throughout the application.
  • Fixed issue with edited options not reflected on overview (disabled shares and PPS fields)(labs only)
  • Fixed issue with options/warrants certificate modal display issues. (labs only)
  • Fixed issue with the inability to re-submit when cancelling options. (labs only)
  • Fixed issue with 'optionholder' and 'warrantholde'r DXT inconsistencies. (labs only)
  • Fixed issue with text overflow on options and warrants modals. (labs only)
  • Added many other subtle enhancements to allow our customers to work more securely and efficiently.
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