AUTOMATA UPDATES | MAY 25TH - JUNE 9TH [2020]

  • We have made a number of updates and bug fixes this year, including:

Fixed: When an inquiry-related data token was included in a Signature contract, sending the contract using an Automata trigger would sometimes result in only the Tokeet User receiving the contract, and not the guest. After the fix, the Tokeet User and the guest receive the triggered contract in all situations.

Fixed: When a trigger was unsuccessful, and an error message was available for the situation, the error log was no longer visible in the dashboard. After the fix, the error log is now available for an unsuccessful trigger that has qualified error messages. This can be viewed on the Recent Activity page, with the Error Log action, or on the trigger activity tab, by clicking on an event entry in the table.

Fixed: On the Booking Details overlay, the Messages tab was no longer showing the messages that had been sent for the booking. After the fix, messages that were not visible before will now be shown.

AUTOMATA UPDATES | MARCH 23RD - MAY 25TH [2020]

  • We have made a number of updates and bug fixes for this period, including:
Fixed: On the Booking page, the Last Triggered column was no longer showing the last trigger that fired. This issue did not prevent triggers from firing, and has now been resolved.

Fixed: Triggers were no longer firing for task events. The issue has been resolved, and task triggers now fire as expected.


SIGNATURE UPDATES | MARCH 23RD - APRIL 15TH [2020]

  • We have made a number of updates and bug fixes for this period, including:

Updated: Users can now modify the text that shows when requesting a photo ID. In the Edit Template modal, select Passport, National ID, or both. The text shown to the signer, when requesting the photo ID will specify the selected ID type. Any pre-existing templates that request a photo ID will default to the National ID option.

Updated: To make use of the feature easier to understand, the Assign Inquiry action will always be visible on saved templates in your inbox. This will allow you to change the TV3 inquiry that the contract is assigned to, Previously, this action would only become visible if the assigned inquiry was deleted in TV3.

OWNER CENTER UPDATES - JANUARY - MARCH [2020]

  • We have made a number of updates and bug fixes for this period, including:

Updated: [Payout Rule] New rule formula type added - “Nightly” - this would add a Flat fee per night of a booking rather than a single flat fee.

Updated: Property Managers now have a "disable" setting to hide their property listing information from Property Owners.

Updated: [Invoices] Terms and Conditions text box data can now auto-populate.

Fixed: [Owner Statements] The Owner Statement email wasn’t showing a display total up to 2 decimal places.

Fixed: [Gateway] "Assign Owner" field should set automatically.

Fixed: [Payout Rule] Suggestion to change the wording for this feature to “change the order in which the line items are deducted".

Fixed: [Statement/Invoices] "Tokeet" specific channel option was not available in the Channels filter.

Fixed: [Statement/Invoices] Owner information was not getting updated on Detail View.

AUTOMATA UPDATES | MARCH 16TH - 23RD [2020]

  • We have made a number of updates and bug fixes this month, including:

Fixed: Tokeet Widget triggers were not firing for inquires created via widget. A change has been made to the inquiry widget HTML code, that will not allow Automata to capture these events. You will need to make the inquiry widget again in TV3, in order to copy the updated HTML code to your website.

Fixed: Trigger conditions were not visible for triggers that had a hyphen in the trigger name. This issue has been corrected, and the pre-made samples have had any hyphens removed, in order to prevent future conflicts.

Fixed: Webhook service experienced a brief interruption in operation. This issue was quickly resolved, and webhook triggers should operate properly now.

SIGNATURE UPDATES | MARCH 16TH - 23RD [2020]

  • We have made a number of updates and bug fixes this year, including:

Updated: Zoom controls have been added to the sign template page. This will allow users on both desktop and mobile to have greater control over the view settings of the template, as they complete the required fields.

Updated: A new action has been added in the Inbox, that will allow users to associate a template with a different inquiry than it is currently associated with. This should allow users to continue tracking their templates in the TV3 dashboard, even after inquiries have been deleted and remade.

SIGNATURE UPDATES | JANUARY - FEBRUARY [2020]

  • We have made a number of updates and bug fixes so far this year, including:
Updated: The photo ID request popup will not appear when the guest clicks the Submit button. This allows the guest to review and complete the contract, prior to the photo ID being submitted. Now, both contract and photo ID will be submitted at the same time, when the guest clicks the Submit button.

Updated: Users can now download a PDF of the original file they uploaded. This is done on the Templates page, by clicking the Edit button and selecting Download. Only PDF format will be supported for downloads.

Updated: The user role now shows under the profile name in the upper-right corner of the dashboard.

Fixed: Data tokens were parsing into the completed templates out of alignment, making text hard to read and/or messy-looking.

Fixed: There was a blue square appearing around the close icon on the My Signature modal.

Fixed: Property owners were receiving 2 copies of the signed contract.

Fixed: When sending a template manually, the inquiry selector was showing the email address incorrectly. The "." in .com was converted into "%2E".

Fixed: Template recipients were not able to type anything into the textbox in the template.

Fixed: Users were able to create templates that did not have required fields, allowing guests to submit empty contracts with no fields completed. This has been fixed, so the correction for any further affected users will be to re-save the templates, making sure the important fields like the signature field are marked as required. The signature field will be marked as required by default now.

Fixed: The location information on a completed contract was sometimes showing the wrong location. This will now correctly show the location where the IP address of the recipient is registered. In my case, while I live in Krabi, Thailand, my location shows as Bangkok, Thailand, where my ISP has registered the IP range.

Fixed: In the change password modal, the top field was being highlighted, which wasn't correct behavior.


AUTOMATA UPDATES | JANUARY - FEBRUARY [2020]

  • We have made a number of updates and bug fixes so far this year, including:

Updated: The send to guest option was removed from rate events. This is because there is no reason to send a guest a rates notification.

Updated: The data token |GUEST:WIFE| has been updated in the data dictionary to |GUEST:SPOUSE|. users with templates that still say |GUEST:WIFE| will be unaffected. Both WIFE and SPOUSE data tokens will parse the same thing into the outgoing message.

Updated: Users can now filter triggers on the Triggers page by the action performed.

Updated: Saving a custom code with a name that has only numbers was creating issues for some users. We will no longer allow names that are only numbers.

Updated: We added the user role underneath their name in the upper-right corner of the dashboard.

Updated: Users will now be able to set conditions on a trigger before saving. As long as all required fields in the trigger details have been completed, the trigger conditions will become available to be added. This will allow users to create triggers for multiple rentals at once, and have all of them share the same trigger conditions.

Updated: The trigger condition section now appears once all of the required fields are completed in the trigger details. The user no longer has to click the Save button to see this section appear. This should be more intuitive.

Updated: When archiving an active trigger, a pop-up now appears asking the user if they want to disable the trigger before archiving. This will prevent the confusion of archived triggers firing for some users.

Fixed: New templates were automatically replacing existing templates on triggers.

Fixed: When duplicating workflows, the triggers in the new workflow were not copying the channel filter selection.

Fixed: When selecting the action Send Signature Form, the template selector was just 10 forms, instead of all forms if the user had more than 10. This has been corrected.

SIGNATURE UPDATES | Q2 - Q3 [2019]

Q2 UPDATES

ISSUEFIX
Dashboard view not showing properly in Portrait mode (iPad)Display issue on ipads with the dashboard in portrait mode
Inbox view not showing properly (iPad)Display issue on ipads with the inbox page
Add "Clear all filters" icon to templates and custom codes pages- New Feature: added a button to clear all active filters on a page to the templates and custom codes pages



Q3 UPDATES

ISSUEFIX
Allow guests to open and submit contracts, forms, and documents from multiple devices/browsers- New Feature: template recipients are no longer restricted to only viewing the signature template in the same browser and device that they first opened it with
Checkboxes revert to 'required' after making them not requiredFields added to a template were reverting to required, even if the user deselected that checkbox
Add random number data tokens in the data dictionaryRAND4 and RAND6 were added to the signature data dictionary. These allow 4 and 6-digit randomly generated numbers to be inserted into a template, for security/door locks.
Add driving directions data code to the data dictionary fieldsThe driving directions data code was added to the signature data dictionary

OWNER CENTER UPDATES | Q3 [2019]

IMPROVEMENTS:

  • Add the ability to turn off a payout rule without having to delete the entire payout rule.
  • Updating Payout rule formula structure:
  • Show name of Payout rules which are being applied to booking: Names of payout rule is now shown in tooltips if the user hovers over the payout column value.
  • Allow negative amounts in Invoice line items: User can now include a negative amount in the invoice
  • Owner Center is accessible on the tablet platform
  • Allow property manager to enable OC login for the owner
  • Create the statements/invoices for all the owners in a bulk function
  • Allow owners to change password
  • [Owner Portal->Reports] Add tooltips when you hover over different report types.

BUG FIXES:

  • [Owners] Sort by "Rentals" and "Name" columns not working.
  • [Dashboard] Sort by Owner column not working properly.
  • [Portal] In Payments, the filter is not working for Failure
  • Rental and Tag filters appearing as Blank.
  • Owner center check-in / check-out times on booking info popup are incorrect
  • [Payout Rules] Owner name and Channel Name is missing on the detail view
  • [Reporting] Bookings that span from one year to the next show up incorrectly on the next year's report
  • [Owner Portal] The owner should be able to scroll forward and backward on Multi Calendar.
  • [Owners->Owner Statements] Options in the Rentals dropdown should be sorted.
  • [Owner->Owner Rentals] The correct currency symbol doesn't show in Owner Center for Euro.
  • [Owner Portal->Statements] The tooltip goes out of the screen when you hover over the Month dropdown.
  • [Dashboard] "BOOKING REVENUE FOR LAST 14 DAYS" graph has some data display issues
  • [Invoice/Statement] In Printed Mode, show "No Logo" if no logo exists.
  • [Invoice Print] The Terms and Conditions and Messages section do not appear at all.
  • [Payment] In Activity Log "Failure" status is not working
  • [Statement/Invoices] The status filter is not working properly without screen refresh
  • [Portal] Hold Events are not displaying correctly on the Standard calendar
  • Invoice Detail View shows empty rows in OC and 0 Payout/Tax
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