10/7/2021:  PensionPro version

This article contains a brief description of the tweaks and fixes in version

Tweaks and Fixes


DocuSign: Previously in PensionPro our integration with DocuSign would update status and documents for a maximum of 30 days. We have now updated the system to match each document's envelope expiration date and pull back the status and updated documents for as long as the documents envelope has not expired.

Blast Email: An enhancement was added that allows a user to choose a Document Specification Selection when the Mailing Type selected is Plan Contacts, Census Reminders, Census Requests, General Web Collection Reminders or General Web Collection Requests.

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