Bug- Issue when a version is created but never completed

Joanie Westwood We need to file a bug for this one. The problem is that there was an additional version created, but never completed. The status showing is for that new version. In this case they were all drafted. To fix the problem, we need to update the code in ClientEstateSummary.displYwillTrustSignatures(). change the following code: latestPackageVersion = EG.getLatestPackageVersion(pkg.packageVersions)if latestPackageVersion.status == Definitions.packageStatus.initial latestPackageVersion = EG.getLatestPackageVersion(pkg.packageVersions, Definitions.packageStatus.readyToSign) to something like this (as found in ClientEstatePlanSummary): isMarkedAmend = lastLocation?.amend == 1packageVersion = EG.getLatestPackageVersion(item.packageVersions)if item.packageVersions.length > 1 and not isMarkedAmend and packageVersion.status != Definitions.packageStatus.readyToSign sortedVersions = _.sortBy(item.packageVersions, 'version') packageVersion = sortedVersions[item.packageVersions.length - 2] #NOTE: should always be readyToSign

Support -This client's plan is showing In Progress when all the signatures are in fact uploaded.Heather AmeyAccount Manager208-428-8093Connect on LinkedInAdvisor: Book with HeatherClient: Book an Estate Plan PLUS AppointmentGot a Question that needs a quick answer?Trying searching our Knowledge BaseEngage with Support through Chat at https://www.estateguru.com/---------- Forwarded message ---------From: Michael Simspon Date: Thu, Jul 20, 2023 at 10:45 AMSubject: Re: StatusTo: Heather Amey

What about the other one? Francine Blackmon? That one was a trust.

From: Heather Amey

Sent: Thursday, July 20, 2023 11:42:37 AM

To: Michael Simspon

Subject: Re: Status

Hi Michael -

Yes, everything is ok. Because this client only purchased a Will then system is assuming they will eventually upgrade to a Trust and leaves that status In Progress.

Heather Amey

Account Manager

208-428-8093

Connect on LinkedIn

Knowledge BaseEngage with Support through Chat at https://www.estateguru.com/

Hi Heather, I was wondering if you could help me understand how the Red " Statuses " below work with EP guru. I'm not sure if anything is wrong with the files I uploaded or if there is a glitch ?

All Dox are scanned in and showing " Completed " in the Dashboard, but the status shows " In Progress " for France Robinson and shows " Not Uploaded " for Francine Blackmon.

I just wanted to make sure everything was OK on these two files as usually, once everything has been uploaded and the dashboard shows completed, the status typically shows " Uploaded"

Let me know If there are any further steps I need to take.

Thanks,

Mike

Michael, Can you try clearing your cache and refreshing and then letting us know if the Blackmon's account is still showing as "Not Uploaded"? Thank you. AllisonEstate Gur

Yes. I will try that now

I cleared the Cache and all browsing history and it still shows " Not Uploaded "

Michael, Thank you for getting back to me. I will submit a ticket to our development team to see if the issue can be sorted out. It may take up to a couple of weeks for our dev team to get to fixing the issue. Thank you for your patience in the meantime. Have a great day. AllisonEstate Guru

Hey Tech Escalations! This was referred to you for the following reason(s):Advisor's view of the Ira Blackmon account is showing as "Not Uploaded"But the account from the dashboard view shows that all their documents are uploaded to their account and the tiles are showing as completed. Michael would like it to show as complete from his advisor view. Can that be fixed? Thanks!