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Writer's pictureLeslie Leahy
Sep 25

Version 1.7.0 📉

In today's update we added support for Microsoft Entra ID SSO (previously called "Active Directory"), added new contract approval steps, changed the way notifications are configured, gave Agent users more functionality and changed all of our dashboards.


Microsoft Entra ID

OPEX now supports Microsoft's SSO, now known as "Entra ID" - key features include:


  • Force users in your firm to login to OPEX using only their Microsoft account

  • Your firms Microsoft configured MFA is supported

  • Optionally allow specific people in your firm to use the OPEX user store

  • Where other user types (developer, agent, financier) have a valid Microsoft account, and a named user account in OPEX - they can also login with their Microsoft account

  • Improves the security of your system

  • Activate "Entra ID" in the "Settings > Integrations > Microsoft Entra ID" screen.


New Contract Approvals

We've added two new "pre-send" approvals to your contract workflows, these allow you to include a check of the contract by someone in your firm and/or by your client before it is sent to the purchaser.


Where a contract is sent for signing with these options on an email is sent to the specified person requesting them to approve the contract to be sent to the purchaser.

Notification Management

You can now specify who is notified at each step directly in the contract flowchart.

New Dashboards

All OPEX dashboards for all user types AND projects have had an update to make it easier to know who needs to sign or approve a contract, variation or any document type.



Including a new "Awaiting Signature" dashboard available at the firm and project level.

Agent Users

Agent users now enjoy access to the following features:

  • "Change Version" on a Project Contract

  • Ability to delete "Draft" Project Contracts

  • Ability to issue "Variations" for a Project

    • Note there is a "Project Setting" to turn this on/off for Agents

  • Ability to return a Project Contract to draft (so long as the Vendor hasn't signed it)

Other Minor Changes

  • Set a Developer user as an "Authorised Signatory" on a project even if they have not activated their OPEX account

  • The "Address" is no longer mandatory when sending a general Document for signing

  • We've added a new "Variation Date" merge field that inserts the exchange date for a Variation






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