This release introduces a new Viewer role, giving businesses a simpler way to share selected trades and documents with the right people. It also includes improvements to user management, counterparty access, onboarding, and signing flows, along with several fixes that make the Boex platform clearer, smoother, and easier to use. Let's discuss.
New Viewer role
Boex now supports a dedicated Viewer role for users who only need access to selected trades or documents.
With this update:
Viewer users can now be invited directly from the user invitation flow.
The Viewer registration process has been simplified. Viewers do not need to complete account verifications.
Viewer users now have a tailored landing page, Product Tour, and FAQ experience.
Inviting teams can choose whether a Viewer has access to documents, trades, or both.
Viewer access can now be managed throughout the full user lifecycle, including role changes, deactivation, and reactivation.
This gives organisations a simpler way to share trade information with users who need visibility, but do not need full platform permissions.
CounterSign updates
We have improved the secure link experience for counterparties using the CounterSign feature.
Documents now show whether they have been viewed or not viewed in the CounterSign flow.
Counterparties now receive a consistent email notification when non-negotiable data is added or updated after signature.
These updates make it easier to track counterparty engagement and keep all parties aligned when important trade details are updated.
User management improvements
We have added several improvements to make user access and permissions clearer across Boex.
All users now have a View Profile page.
User roles are now displayed on the Home banner.
Viewer users now have their access level shown clearly on their profile.
Users can now create a trade with a Trade Supervisor through the Invite Counterparty feature.
These changes make it easier to understand who has access, what role they have, and what actions they can take.
Onboarding and trade flow improvements
We have made updates to reduce friction during onboarding and improve the trade completion process.
Banking details are now optional during KYB onboarding.
Users now remain on the Trade page once all terms have been accepted, creating a smoother transition into signing.
Non-registered organisations that are invited again as vouched users will now correctly follow the Fast Fear Feature flow.
Users with verified accounts but not approved business accounts will now see the correct Organisation in review page.
Notification overlays now close properly after users navigate to linked content.
Platform terminology updates
To make the platform clearer and more consistent, we have standardised terminology across Boex.
Anywhere that says Bill of Exchange on the platform has been updated to Trade where appropriate.
This helps create a simpler and more consistent experience for users as they move through the trade process.
Fixes and reliability improvements
This release also includes several fixes to improve platform stability and user experience.
Actual signature content now displays correctly on Bill of Exchange sign cards.
Newly invited users are now redirected correctly to the Home page after adding personal details through Bank ID.
The Restore Previous Versions button now works correctly on Bank Account Changes pages.
Users can now invite an already-invited organisation from a Document.
Summary
This update gives teams more control over user visibility, improves the counterparty experience, and makes the Boex platform clearer and more consistent from onboarding through to signing.
Questions?
If you would like help understanding any of these new features, contact us through the in-app chat or email us at [email protected]. Our team is always here to help.