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.