This feature extends the Read Only functionality for Data Groups from Fen-X to the Portal. Data Groups marked as Read Only in Fen-X will be uneditable in the Portal, preventing unauthorized modifications and ensuring data integrity. The Add button will be hidden for Read Only Data Groups, and users will not be able to edit or delete values.

The Portal User Guidance feature provides step-by-step instructions within the Portal, helping users complete tasks like onboarding and document submission more efficiently. Customizable guidance, including markdown elements (headers, lists, links), appears at relevant stages to improve user accuracy and experience. This feature ensures users follow required steps correctly, enhancing satisfaction and reducing errors.

This feature updates the design of the Document task interface to improve the display and management of mandatory document requirements, including the acceptable document types feature. Key changes include clearer display of mandatory documents (marked with a red asterisk), an updated upload component with a more intuitive icon, and a refined "Document Type" dropdown showing only acceptable document types.

This feature removes the Quick Link UI restriction, allowing portal users to be linked to an entity type "Other" without any UI restrictions, and ensures the portal continues to function and display correctly. This feature also updates the error message to "Unable to link a portal user to an entity of type Group."

Clients using SSO or custom portals can now configure the URL for buttons in three email templates: Outreach, Delegated Notification, and Front Office. The URL will be fixed across all templates and will no longer include journey-specific information. Updates to the URL will require a request to the product team. Button text remains editable in Outreach and Delegated Notification templates. Modifications to Auth0 emails are not supported.

Multiple processes are now supported within the outreach stage. If a process does not contain the "Create Outreach Snapshot" task or "Import Outreach Snapshot", the Task completion order of "In Any Order" may be selected.

This feature increases role flexibility by allowing up to 50 roles per tenant, including two non-deletable default roles (Standard and Client). Configurators can create, edit, and manage roles via a new "+ADD" button, and administrators can delete roles (except defaults). Users will be reassigned to a default role if their assigned role is deleted.

This feature introduces a new toggle to hide deferred documents from portal users, similar to the existing functionality for hiding waived documents. The toggle is configurable, allowing clients to decide whether to display or hide deferred documents based on user role. By default, deferred documents will be visible, maintaining the current behavior.

The user will have the ability to Enforce Ownership and Control Guidance as part of the Standard Related Party task, guiding the user through the process of adding related parties. Previously this was guidance only

Clients who use the authentication approach of username/Password and want to avoid users navigating to the Portal Homepage before navigating to the login screen can append /redirecttologin to the URL.