We’ve added a Download Preview button to the Notice to Creditors publication flow. This allows users to download a PDF preview of the notice before publishing.

How It Works

• Once the user has entered all required information, they can download a preview of the Notice to Creditors.
• Selecting Download Preview generates a PDF of the notice in its current draft state.
• The notice is not published when downloading the preview.
• Users can return to edit the notice, make updates, and download a new preview as needed before publishing.

What This Enables

• Client review and sign-off before publication
• Fewer re-publications due to corrections
• More confidence that published notices are accurate and final
• Publishing behavior remains the same.
• Downloaded previews are clearly pre-publication drafts and do not trigger creditor notice timelines.
  ​

To learn more about publishing a Notice to Creditors, visit our Support Center.

We’ve added new Public Notice features to make it easier for your team to manage and track publication directly within estate files.

---

New Features

1. Banner in Estate Dashboard

A new banner now appears in the Estate Dashboard to let all users know that Estateably supports Public Notice publication.

Users can click “Learn More” to access support articles for detailed guidance.

Users can also dismiss the banner by clicking the X. If one user in the organization dismisses the banner, it will be dismissed for all other users.

2. Notice Status Column in Estate Dashboard

A new “Notice Status” column helps users track Public Notice progress for each file.

Status options include:

• Not Published - Before the user starts publication. A “Publish” button will appear next to the status.

• In Review - The notice is under review and awaiting payment.

• Published - The notice has been successfully paid for and published.

This column can be turned on or off in:

Settings → Organization Details → Show “Notice Status Column” in Active Files list.

3. In-File Banners (Overview, Tasks, Intake, Contacts)

Banners now appear in key tabs within each file to help users take action.

Each banner includes:

• A “Learn More” button linking to support articles

• A “Publish” button that opens the Public Notice publishing flow

If the banner is dismissed in one tab, it will automatically close in all other tabs.

4. Status Indicator Next to Public Notice Tab

Color indicators now display next to the Public Notice tab to show progress.

• 🔴 Red - Not started

• ⚪ Grey - In review

• 🟡 Yellow - Approved but the user must initiate payment and wait for processing

• 🟢 Green - Paid and Published

Each indicator includes a tooltip with additional information about the current status of the file’s Public Notice

5. New Task: Publish a Public Notice

A new task, “Publish a Public Notice,” now appears in the task list.

This task includes:

• A button linking directly to the publishing page

• Automatic status updates as the notice progresses

• A completion date once the notice is published