🎉 Haletale 1.6.0 Release: Launchpad & Document Template Enhancements

🚀 New Features

Launchpad

• Launchpad Categories: Streamlined onboarding with categorized launchpad steps for better guidance.

• Onboarding Enhancements:

  • Add Property

  • Add Tenant

  • Add Contractor

  • Setup Profile

  • Review Whitelabel Settings

  • Setup Payout

  • Setup Tenant Profile Template

  • Setup Application Process

• Policies

  • Terms and Conditions: Ability to globally control terms and conditions.

  • Cancellation Policy: Ability to globally set up cancellation policies.

  • Privacy Policy: Manage privacy policy settings across all properties.

• Property Setup

  • Moveout Instructions: Standardized move-out instructions for all properties.

  • House Rules: Ability to globally set up house rules, with overrides for individual properties.

• Communication

  • Notification Settings: Enhanced ability to manage notifications globally.

• Show Edit Button and Completed Tag: Added an Edit button and a "Completed" tag for each category upon completion.

PDF Templates (Docuseal)

• Ability to upload PDFs and save them as templates.

• Drag-and-drop functionality to place signature and dynamic fields.

• Generate documents using templates and share with users for signature.

• Users can sign documents via a shared link or email.

🔄 New Improvements

Payout Settings

• Organized Payout Feature in Settings for improved usability.

Documents Improvements

• Ability to delete documents.

• Updated statuses: Draft, Saved, Shared, Awaiting Signature, Signed.

• Removed "Type" column from the documents table.

• Consolidated templates into a single page.

• Added a back button on the document templates page.

• New button to create and upload a PDF template.

• Improved navigation between PDF templates and editor templates.

Editor Templates

• Locate signature fields as needed.

• Added more dynamic fields to the list.

• Removed the logo from generated agreements.

• Updated selection style to replace "Activate/Disable".

Invoice Improvements

• Show property details for property-based invoices.

• Made Invoice Title optional.

• Removed "Status" label from invoices.

• Displayed property address under customer info.

• Highlighted mandatory fields with markers.

• Updated Map View button to toggle between Map and List View correctly.

Identity Verification

• Removed ID verification requirement for customers without setup.

Dynamic Enhancements

• Increased custom selectors for document templates.

• Admins can now set up landlord and property manager roles and profiles.

🐞 Bug Fixes

• Fixed an issue with incorrect map button toggling between Map View and List View.

• Resolved inconsistent handling of customer ID verification for unverified customers.

This release introduces a more intuitive Launchpad experience, document template enhancements, global property management policies, and several usability improvements to enhance user satisfaction. 🎉