March 2024
- HMRC filing reminder notification 🏛️
- Salvable filters ♻️
- Add UMV and AMV valuation in one go 📃
- Fund settings on investor dashboard 💻
- Witness signing through DocuSign ✒️
- Additional witness information on new DocuSign witnessed flow 🖇️
HMRC filing reminder notification 🏛️
Apart from the email notifications sent to administrators when it is time to file for HMRC, we will also send you an email notification to mark the reports filed on Capdesk once they have been submitted to HMRC.
Salvable filters ♻️
Now you can save your preferred filters and seamlessly apply them across different actions, eliminating the hassle of resetting filters repeatedly. Boost your efficiency and pick up right where you left off.
Add AMV and UMV valuations in one go 📃
To save time when adding the AMV and UMV valuations to your account, we have unified the flow so you can add both valuations in one go.
Fund settings on investor dashboard 💻
Fund admins (institutional investors) can now manage their settings directly from the investor dashboard. For full-write admins, the dashboard navigation now offers a Settings section that allows them to manage their administrators, legal details and transaction settings.
Witness signing through DocuSign ✒️
Instead of having witnesses go through our (less than ideal) native user flow, witnesses are now signing via DocuSign's witness signing flow.
The process remains unchanged, except the witness details (occupation and address) won't be placeholders anymore, but instead captured in the Certificate of Completion which will be saved in the transaction drawer along with the signed documents.
Additional witness information on the new DocuSign witnessed flow 🖇️
Administrators will now have visibility of the names and email addresses for witnesses in the signatory process timeline. This will make it easier to identify completed signatures and the status of the grant.