UAT Release: Encompass e-Folder Fix, New UAD 3.6 Folder Statuses, and Fee Module Cleanup

Issue Resolutions

Encompass Integration Fixes

• Resolved a defect preventing the Review Artifact document type from passing to the Encompass e-Folder when delivered from Collateral Investigate (CLCTUTD-20385)

• Fixed SSR delivery to Encompass for UAD 3.6 orders (CLCTUTD-20721)

• Corrected dropdown menu access for users limited to editing client group orders (CLCTUTD-20227)

User Interface Improvements

• Fixed media display issues in DOC 360 articles (APPMOD-9367)

• Added a navigation confirmation prompt to the Engagement Letter template builder to prevent accidental unsaved work loss (APPMOD-8687)

• Corrected display scaling issues affecting screen element visibility (APPMOD-9215)

• Enhanced permissions management for UAD 3.6 folder access, including Pending Release, Appraisal Delivered, and Review statuses (APPMOD-9141)

• Resolved multiple fee module usability issues, including template renaming and sample data updates (APPMOD-7872, APPMOD-8844, APPMOD-9114, APPMOD-9233, APPMOD-9479)

Platform Enhancements

Upcoming Features

• Bulk Ordering tool entering UAT validation phase; production timeline forthcoming

• Major reports module upgrade supporting UAD 3.6 standardization with self-service subscription management

UAD 3.6-Specific Enhancements

• UCDP fatal findings auto-populate in revision requests (APPMOD-8685)

• UCDP DocFileID now logged in order history (APPMOD-9450)

• Warning prompts added to the order form for proper format usage (APPMOD-9531, APPMOD-9534)

• Revision request cancellation capability added for authorized users (APPMOD-8788, APPMOD-8947)

• SureReceipts appraisal delivery support enabled (APPMOD-8243)

• UCDP submission bypass option added for authorized users (APPMOD-9137, APPMOD-9132)

• Automatic status synchronization for Product Order Details acceptance/declination (APPMOD-9146)