UAT Release – May 5, 2026

The May 5, 2026 UAT release for Order Management includes several key updates. Below are the details of what's included in this release and how it supports our ongoing efforts to improve system performance and user experience.

Platform Enhancements

• Require signing location city, state, and zip in inbound SigningRequest XML (18914): System validation now ensures LocationCity, LocationState, and LocationZip fields are populated for each Signing Event. Missing fields trigger rejection with specific error messaging.

• Remove agents email dropdown from Agent's popup for add and edit (18899): The Agent email dropdown has been removed from the Add and Edit Agent functions in both the Client and Provider interfaces.

• Notify client via standard API message when approval is needed to add an agent (18855): When Provider approval is required to add a new Agent, the system generates a "New Agent Approval Required" status event and sends a StatusChanged API message to the Client.

• Allow Provider to add new agent user when in the same domain without requiring Client approval (18853): Agents sharing the same domain as the original accepting Agent can be added without Client approval, with immediate access and status updates. Agents in different domains continue to follow the existing approval workflow.

Issue Resolutions

• Purchase agreement did not upload on order creation (18557): Resolved a document delivery failure that prevented purchase agreements from uploading during order creation.

Please do not hesitate to contact your Client Success Manager with any questions. You can also reach out to the Cotality CX Team at ordersupport@closing.com or 866-256-7464.