Release notes are essential documents that provide clients with detailed insights into the changes, enhancements, and updates applied to the Digital Agent platform. They serve as a crucial communication tool, informing clients about new functionalities, improvements, and other modifications that may be available to them.

Purpose:

The primary purpose of release notes is to ensure transparency and keep clients informed about the continuous development and enhancement of the Digital Agent platform. They help clients understand the value of the updates and how they might benefit from new features and improvements.

Editor Upgrade

This is Phase 1 of the upgrade as the current editor is part of multiple areas in Digital Agent. In this phase the following 3 areas have been enhanced. Other areas of Digital Agent (eg. blog post editor) will continue to use the previous editor which will be replaced with additional enhancements in subsequent phases.

Advisor Custom Web Content

In this case only the Custom Web Content will be enhanced with the editor upgrade and all other modules will remain the same.

Marketing Web Content

In this case only the Web Content Type will be enhanced with the editor upgrade and all other content types will remain the same.

Compliance HQ

In this case only the Web Content Type will be enhanced with the editor upgrade and other content types will remain the same.

Web Content Editor (Details)

Experience the upgraded editor with powerful new features designed to boost your productivity. Below, you'll find an overview of the enhanced interface, including detailed insights into the capabilities available on the ribbon and other key areas.

Feature Upgrades

Quick access to make content changes (Beside the content line)

Click anywhere within the editor area and access the Add option. From there, you can choose from a variety of content types to enhance your work. Easily insert text, images, links, and more directly into the body of your content—all in just a few clicks!

Different elements can be added to the content through the add option

Templates (*enhanced in future release)

The “Templates” option is enabled with two basic options that are samples only. During the next phase, requirements will be gathered on potential template format(s) that would enhance value to the end users. Once prioritized a rollout plan of templates will be communicated in future releases.

HTML Options

For users who prefer working with HTML tags, this feature is now accessible via the designated icon. Dive into the code to customize your content with precision and flexibility.

Format Option

Enjoy greater flexibility and creativity with our newly expanded range of formatting options. Customize your content like never before!

Formatting may be added from the toolbar or beside the content line

Content Alignment Option

Quick Access to align content

Quick Access to Bold content

Quick Access to change content to Italic

Additional Formatting

Access even more options for formatting through a list of formatting options.

Creating / Managing List Options

Quick Access to create a list (Bullet or Numbered)

Adding / Editing links

Quick option for adding a link to content

Link Options (Edit the link or unlink) with option to start in a new window

Adding an image

Quick option for adding an image

Formatting & styling your image

After an image has been added, a user can reselect the Image button in the Toolbar, or the Image option beside the content line to open up the Image panel.

Table Formating Options

Quick option for adding a table option

With additional controls available

Options for cell formatting options are available.

Emoji’s and Icon’s

DUE TO COMPLIANCE DEMAND EMOJI’S AND ICON’S HAVE BEEN REMOVED FROM 5.15.0 AND THE NEW EDITOR UPGRADE

Quick access to add Emoji’s to the content.

Quick options for adding icon’s to the content.

Merge Tag (Future Enhancement)

Quick options for accessing Merge Tag which will be enhanced in a future Phase - it is not recommended to be used at this time.

Accessibility Checker

Quick options for the accessibility checker on the content for WCAG compliance

Trigger the “Run” in order to receive the assessment results.

Access the feedback provided for suggested actions.

Spell Checker Settings and utilization

Quick options for accessing spell checker options which is just above the submit for Approval

Access the suggestions

Or access the settings

Shortcut Guidance

Quick access to shortcuts - at this time certain shortcuts have been disabled in this phase of the upgrade.

Dashload Improvement

Content Expiration

An enhancement to Dashload is being implemented to better process resources that have expired within the last day and publish the revised content onto the website.

Further enhancements to the events dashload content for expired events has been incorporated into the product as well. There are no functionality changes to the expected current site behaviour..

Expanded Twitter URL Support

What's New?
Digital Agent now supports URLs from both x.com and twitter.com domains in social media input fields on the profile. This enhancement ensures seamless integration of Twitter profiles, regardless of the domain format.

Key Benefits:

Improved User Experience: Users can add Twitter URLs from either domain without errors or manual adjustments.
Increased Flexibility: Adapts to Twitter's rebranding to x.com while maintaining backward compatibility with the original twitter.com domain.
Enhanced Functionality: Simplifies the process for managing social media links on advisor websites.

AODA (Bedrock)

“Skip to Main” enhancement

Given I am a visitor on a website that renders content

Given, I press the tab key after rendering, I am immediately taken to a “Skip to Main”

Given that I press enter or click on the “Skip to Main”, I am taken to the first piece of content below the banner.

Given that I press tab again on the “Skip to Main”, I am taken to the next element.

The french version of “Skip to Main” is “Passer au Contenu Principale”

Mobile Banner (Bedrock)

Digital Agent allows users to upload a sized mobile banner image. However, this functionality is limited to the Home page only.

With this enhancement, when a user uploads a mobile banner in the Banner Management tab within Settings, the mobile banner will be applied across the entire website. Note: This functions similarly to the “Custom banner” feature within the “Theme Options” tab.

When logged in and I navigate to the location - Settings → Your Pages

When the banner image is not uploaded, the user is able to see the upload UI

All internal pages (Non home page)

When the user uploads the respective mobile banner on all internal pages, it shows up as a thumbnail image. The website would display the uploaded mobile banner as half page default configuration even though those settings are not displayed in the your pages section [except for the homepage].

When the user uploads the respective mobile banner on only the Homepage, it shows up as a thumbnail image, and the user is also able to select the height of the banner - half, medium, or small. (The same UI as we see on the banner management tab for the homepage mobile banner).

Website display of mobile banner in case of homepage -should be according to selected configuration in your pages. By default this is a half page display setting. The Your Pages section mobile banner takes precedence over the banner management tab option when displaying on the website side [if both places have the upload done] .

Homepage banner - thumbnail

Homepage banner - Small

Homepage banner - Half page

Homepage banner - Medium

Success timed notification

Failure message for incorrect image dimensions

Failure message for incorrect image format

Dashboard Improvement

Sorted Reach Metrics by Date

What's New?
Digital Agent now displays reach metrics for page views sorted by date. This improvement enhances data presentation, making it easier to analyze trends and monitor performance over time.

Key Benefits:

Improved Data Clarity: Metrics are now organized chronologically, providing a clear and intuitive view of page performance.
Enhanced Usability: Users can quickly identify patterns and trends without needing to manually sort data.
Streamlined Reporting: Optimized for efficient data review during reporting or performance evaluations.

Workspace Update

Enhancement: Updated Workspace Icon

What's New?
The workspace icon in Digital Agent has been updated to better align with current design trends and improve overall visual appeal.

Key Benefits:

Modern Look and Feel: Enhances the platform's aesthetic with a more contemporary icon design.
Improved Usability: The new icon is designed for better visibility and recognition across devices and screen sizes.
Consistency in Design: Reflects an updated brand style, ensuring cohesion with other platform elements.

English Workspace

French Workspace

Team Photo (Clarity Improvement)

Improved Clarity for Team Photo in Team Profile Section

What's New?
The Team Photo section in the Team Profile tab has been updated to address confusion around its purpose. Clearer instructions are now provided within a tooltip, ensuring advisors understand that uploading a team photo here will only add it to the Advisor Locator (if available in the environment) and not to their website.

Key Benefits:

Enhanced Clarity: Reduces confusion by explicitly explaining the function of the Team Photo upload section.
Improved User Experience: Saves advisors time by setting clear expectations about where uploaded photos will appear.
Streamlined Workflows: Advisors can now make informed decisions when managing their profile and website content.

What Has Changed?

Added to the tooltip near the Team Photo upload field in the Team Profile tab:
"Please note: Uploading a Team Photo here will only display it in the Advisor Locator (if available) and not on your website."
Visual indicators have been implemented to reinforce this clarification.

Impact:
This change improves communication within the platform, ensuring advisors and teams can better manage their profiles without unnecessary misunderstandings.

English Sample

French Sample