This feature introduces a new toggle to hide deferred documents from portal users, similar to the existing functionality for hiding waived documents. The toggle is configurable, allowing clients to decide whether to display or hide deferred documents based on user role. By default, deferred documents will be visible, maintaining the current behavior.

The user will have the ability to Enforce Ownership and Control Guidance as part of the Standard Related Party task, guiding the user through the process of adding related parties. Previously this was guidance only

Clients who use the authentication approach of username/Password and want to avoid users navigating to the Portal Homepage before navigating to the login screen can append /redirecttologin to the URL.