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Welcome to Special Edition of the Monthly Release newsletter for February, 2025. The purpose of this newsletter is inform you of all the exciting updates that were deployed over the last month.

Note: You can always review these notes directly on the site.

Product Updates

• Enhanced questions and data collection in the Workflow Wizard

We have added more questions on the index page of the wizard to allow you to enter more data upfront to feed on to the forms.

New Questions Include:

• Tax ID or SSN

• Date of birth

• Address

These questions are not required, so you can still enter the information within workflow.

These questions will be viewable upon selecting the product type.