Whitespace Platform 4+

New Features

Template managers can make templates available to multiple teams.
• Template Managers see a new ‘Shared With Teams’ button when viewing a template’s text. Click this to show and/or edit sharing.
• Team membership is not required to share a template with that team.
• Templates are not duplicated to the new team, the team is given access to existing files, so editing the template changes the document for all teams equally.
• Team access to a template can be removed by a Template Manager so long as at least one active team retains access.

Brokers can select how visible underwriters’ stamps are.
• The broker can choose how visible underwriter’s stamps are to other underwriters on all types of contract. The broker retains full visibility of all stamps at all times.
• The levels of visibility are (1) All stamps visible to all participants; (2) Contract leader’s stamp/s visible to followers; and (3) All participants’ stamps are only visible to themselves.
• Note that on declarations, followers can always see their facility leader’s stamp.
• Once the contract has been shown, stamp visibility options cannot be revised.
• A team’s chosen default visibility as set in the Admin Portal can be enforced as mandatory.

Enhancements
• It is possible to retrosection a non-sectioned shown Bindable Quote or shown contract at the firm order stage.
• The contract can be assigned sections as normal using the ‘Manage Sections’ dialogue box.
• Underwriters who have already been shown the contract or who have written lines on it are automatically marked as having received the first contract section.
• Please note that contracts at these stages are not freely editable, so if section-related text or data tags need to be added to the contract, the broker will need to incorporate those into a contract correction.
• Two new standard contract headings with associated Defined Data tags have been added to the Platform.
• The ‘Contract Clause’ heading provides access to the ‘Clause Reference’ and ‘Clause Name’ data tags previously restricted to a small number of contract headings, primarily ‘Conditions’.
• Similarly, the ‘Contract Wording’ heading offers the new ‘Wording Reference’ and ‘Wording Name’ data tags.
• Font size options have been substantially increased.
• Old font size options were H1 (20pt), H2 (15pt), and N (10pt).
• When working with new contracts, users can now select from 10, 11, 12, 14, 15, 16, 18, or 20pt text.
• It is now possible to insert a new line within a paragraph.
• Press the button on the keyboard toolbar to create a soft line break that does not start a new paragraph.