Changelog

FeatureAug 12, 2025

Adfin Integration

You can now connect your Engager account with Adfin to make setting up and managing client payments easier than ever. With this integration, you can: Add Direct Debit setup as part of your Letter of Engagement signing process Send and manage mandates without leaving Engager View

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BugJul 28, 2025

37.4.2 Release

πŸ› LoE & LoD widget: it now properly shows signed documents instead of repeating unsigned documents in both sections. This was a regression from code refactoring needed for Adfin integration. πŸ› Unsignable Documents Widget: Signed documents no longer appearing as unsignable when

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Jul 21, 2025

37.4.0 Release

πŸ› οΈ Following QuickBooks announcement on deprecation of older API versions, ensured that the latest one is in use. πŸ› Extended the logic for checking file extensions in Portal files - if the extension is missing or does match the file type, the correct one is assigned. πŸ› οΈ Improv

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