Key Highlights

e-Signature Integration. The Permit Generation Module now supports integration with an agency’s DocuSign or Adobe e-signature platform. Agencies can continue to generate PDF documents for wet signature or incorporate e-signature into their permitting process.

Authorized Access. Primary Contacts can provide others with limited access to an application while remaining responsible for its management. Up to three Authorized Viewers can be given view-only access, and one Authorized Payer can be given access to view the application and pay invoices. The Primary Contact remains the individual authorized to make legal, financial, and operational decisions on behalf of the Applicant.

Cost Estimates. Clients using the Invoice and Payment Module can create a Cost Estimate and send it to the Applicant for acceptance. Messages between the applicant and person that created the estimate can be posted directly in the estimate. When actual costs are known, the Cost Estimate can be copied to an Invoice, modified as needed, and issued to the Applicant.

Application Report Export via Email. The Application Report allows Permit Managers to create reports using selected data fields from an application type. Reports can now be shared directly by email with a link to access the completed report, eliminating the need to export the report to a CSV file and email it separately.

Accessible PDF Documents. Documents generated by Eproval in PDF format, including Permits and Custom Reports, are compliant with ADA and other accessibility standards that follow WCAG 2.2 Level AA.

Address Auto-completion. When an Applicant begins typing an address, address verification and auto-completion help identify and complete the address.

Email System Improvements. Preset notification templates can now be disabled, giving agencies greater control over which automated emails are sent. Applicant and Reviewer notifications have been separated, allowing each audience to receive instructions specific to how they access Eproval. Preset notification content is also more flexible, allowing dynamic parameters to be removed when they are not needed. Scheduled notifications can now be associated with multiple statuses, reducing the need for duplicate templates.

Reviewer Permit Generation. The Permit Generation Module now allows authorized Reviewers to generate, and issue permits and other documents as part of the application review process. Access can be granted to specific Reviewers to use designated templates for supporting documents such as Tent Permits or Letters of Authorization. Previously, permit generation was limited to Permit Managers.

New Features

• Added the ability for primary contacts to provide view only and billing application access to other contacts.
• Added cost estimates to the invoice and payment module.
• Added ability to post comments directly in invoices and estimates.
• Added the ability to disable preset notification templates resulting in corresponding emails to not be sent.
• Added the ability to share an Application Report by email.
• Expanded the permit generation module to authorized reviewers to generate and issue permits.
• Added ability to export the list of applications on the applications page for the permit manager role.
• Completed payment provider integrations with CoreBT, PayIt, and Square.

Improvements

• Added logging for multiple permit manager actions.
• Improved scheduled notification templates so they can be configured for multiple application statuses.
• Separated applicant and reviewer notifications for 5 templates:
  • Application comment posted
  • Application ready to review
  • Application status change
  • Workflow step comment posted
  • Workflow step status changes
• Added flexibility to preset notification templates by making dynamic parameters optional. Clients can now remove parameters they do not want included in the email body.
• Modified preset email notifications so all dynamic parameters are optional.
• Streamlined list of preset email notifications so that notifications for modules not accessible by the client are not displayed.
• Added Application Id to email notification dynamic parameters.
• Added ability to select an application category in the reviewer report.
• Added end date to applications in the reviewer report.
• Adjusted amount due, balance and improved messaging for refunded invoices.
• Updated the invoice template editor to require submission in order to save changes.
• Added ability to have more than one active payment provider.
• Improved custom mapping settings so they no longer have restrictions on the quantity of custom mappings that are defined for an application category.
• Updated email notifications tool to display message about sender name and prevented it from being edited for oAuth2 clients.
• Improved security of PDF document generator.
• Added tooltip to payment step button that informs applicant that the payment step cannot be accessed directly.
• Updated create invoice tool to require that all fee item fields are required in order to save a draft invoice.

Issues

• Bug fix: On certain mobile devices, the user profile icon was not clickable.
• Bug fix: An error could be triggered on the 2-step verification page if the button is clicked twice before the 2FA code is processed
• Bug fix: Ability to download file after login redirect was not working.
• Bug fix: Last updated date was not being updated for 3 different activities in an application.
• Bug fix: Metrics report wasn’t returning applications with start or end date outside the activity date range filter.
• Bug fix: Some invoices with negative fee items had partially paid status when fully paid.
• Bug fix: Minor overlap issue with some calendar entries.
• Security fix: Surveys could be accessed without the applicant being authenticated.