Release Highlight

We’ve added key terms in deadline tracking, making it easier to surface and track custom terms directly in calendar and deadline views. This helps project managers and teams stay aligned on obligations at a glance.

Improvements

• AI extraction (date parsing) – Improved recognition of date fields and formats during AI-powered data extraction.

• Deadline tracking – Added support for custom key terms, now visible in both calendar and deadline views.

Bug Fixes

• Track changes – Time information now always displays correctly for imported changes.

• Document formatting – Fixed issues with custom bullet point formatting.

• Numeric fields – Added proper validation for decimal precision.

• Import modal – Resolved the truncation issue during document import.

• Integrations – Fixed issues preventing document creation through external integrations.

• Approvals (page display) – Fixed blank page when accessing the approvals tab without the correct subscription.

• Localization – Language switching now provides a consistent experience across the interface.

• Application loading – Access to the platform is now more consistent when loading.

• Approvals (organization switching) – Fixed refresh issues when switching between organizations.

• Deadlines –  Renewed contracts no longer display duplicate deadlines

New Features

• Dual Button Comment Interface – Replaced visibility toggle with explicit Internal Note and Post Publicly buttons for clearer comment destination.

Improvements

• (Horizon) Search Result Ranking Scores – Added relevance scores to search results for a better understanding of result quality.

• (Horizon) Optimized Search Performance – Reduced search requests from 4 to 2 using hybrid search with optimized semantic ratios.

• Asynchronous Translation Loading – Translation library now loads asynchronously for faster page initialization.

• Enhanced Inbox Performance Monitoring – Added comprehensive performance metrics for inbox page loading and interactions.

• Improved Data Cleanup – Enhanced data cleanup processes for deleted agreements to improve system efficiency.

Bug Fixes

• (Horizon) Deep Research Mode Query Reliability – Improved reliability of deep research mode search queries that previously failed.

• (Horizon) Search Results Scrolling – Fixed the inability to scroll through search results when overlaid by the search input.

• (Horizon) Recent Search Feature Reliability – Restored functionality of the recent search feature that was previously not working.

• Password Expiry Error Display – The Password expiry error screen now displays correctly when user credentials expire.

• External Guest Document Visibility – Fixed issue where shared document content appeared blank for external guests.

• Admin Oversight Feature Access – Restored admin oversight functionality for viewing and accessing team documents.

• Custom Role Company Approval Access – Fixed issue preventing users with custom roles from applying company approvals.

• Inbox Loading for Organizations – Fixed inbox loading failures for organizations without shared folders.

• Document Opening from Inbox – Fixed the inability to open documents by clicking on them in the inbox.

• Recent Documents Section Navigation – Fixed navigation errors when clicking on documents in the recent documents section.

• Terminated Contract Deadline Reporting – Terminated contracts no longer appear incorrectly in deadline reports.

• Integration Activation Reliability – Improved reliability of third-party integration activation and deactivation processes.

• Data Migration Error Handling – Improved handling of data migration errors for agreement approvals and signatures.

• Two-Factor Authentication Management – Fixed issues with disabling two-factor authentication when using password managers.

• Various performance & security improvements

Improvements

• Scaled primary database resources - Increased capacity for the primary database to improve reliability under peak load.

• Restored original PDF conversion - Reverted to the prior PDF conversion flow to improve output consistency.

• Optimized agreement panel rendering - Reduced rendering work for agreement panel tabs to keep the interface responsive.

• (Horizon) Search relevance tuning and data sync - Adjusted ranking weights, used lexical search when appropriate, and synchronized evaluation data to improve result quality.

• (Horizon) Added approval system properties - Introduced additional properties to support future approvals workflows.

• Exports use explicit access type - Inbox and export logic now read a single access type field for consistent results.

• Updated public API documentation - Brought API documentation in line with current behavior and endpoints.

• Various performance & security improvements

Bug Fixes

• (Horizon) Corrected agreement tag properties - Fixed incorrect system properties on agreement tags so reporting reflects accurate values.

• Resolved category updates for legacy IDs - Fixed errors when updating agreement categories on legacy identifiers.

• Resolved errors in metadata exports - Addressed failures by updating export routes and handling, restoring successful metadata exports.

• Admin exports no longer blocked by limits - Removed an unintended limit check that could prevent administrators from exporting.

• Improved reliability of link tracking - Fixed download link tracking and adjusted configuration to disable open tracking where required.

• Resolved error when sharing documents - Fixed an issue that could show an error message when sharing documents.

• Fixed lifecycle week duration setting - Corrected an error when saving lifecycle terms that use week-based durations.

• Reduced duplicate queries in clause export - Optimized export of financial clauses to avoid redundant queries and speed up downloads.

• Fixed error on activity page export - Resolved an error that could occur when exporting from the activity page.

• Fixed error creating deadline views - Resolved an issue that could cause errors when creating a new deadline view.

• Improved access controls for deadline views - Strengthened access rules so personal deadline views are only visible to their owners.

• Data consistency for user agreements - Reconciled records where agreement summaries were missing to ensure consistent data.

• Improved reliability of contract signing - Resolved a signing error and ensured signatures are correctly set during creation.

Release Highlight

• (Horizon) This release advances our new Search experience with a refreshed interface, optional AI Boost mode for deeper analysis, and reliability updates across synchronization and exports.

New Features

• (Horizon) Modern search interface with mode toggle - Introduced a refreshed search UI with results visualization and a mode toggle, including recent items display. Early rollout enabled for select accounts.

• (Horizon) AI Boost mode for deep research - Added an optional mode that runs deeper analysis for complex queries, improving result quality for long-form research.

• (Horizon) Export organization events as CSV - Added the ability to export organization-level event logs to CSV for analysis and auditing.

Improvements

• Agreement properties migration and new fields - Migrated agreement properties and added new system fields and indexes to improve reliability and query performance.

• (Horizon) Search synchronization and filtering - Improved search synchronization and filtered out unsynchronized organizations for cleaner results.

• (Horizon) Assistant search timeouts and key scoping - Hardened assistant search by handling timeouts and tightening API key scopes.

• Workflow and approvals moved to React - Migrated workflow and approvals pages to a modern UI for a smoother experience.

• (Horizon) Resizable filename column in bulk upload - Made the filename column in bulk upload details resizable for better readability.

• (Horizon) Updated deep research icon and tooltip - Refreshed the deep research icon and tooltip to better explain behavior.

• Use configured index names in production - Ensured search indexes use the configured names, aligning production with expected settings.

• (Horizon) Corrected platform stack configuration - Fixed incorrect hostnames for platform and agreement stacks to match production configuration.

• (Horizon) Tag normalization and system property support - Improved tag normalization and added a tag system property to support consistent tagging.

• (Horizon) Improved code review keyword handling - Adjusted internal review prompts to avoid misinterpreting the final required keyword during pull request checks in source control.

• Various performance & security improvements
  
  

Bug Fixes

• Fixed case handling for tags - Resolved an issue where tags with uppercase letters could disappear after refresh when matched to lowercase tags.

• Resolved trial extraction limit error - Fixed an error that prevented some trials from extracting data under free limits.

• Resolved PDF processing error - Fixed an error that affected certain PDFs during analysis for a customer.

• Faster admin login history browsing - Optimized admin login history retrieval to prevent timeouts on large datasets.

• Improved AI search synchronization performance - Addressed performance bottlenecks affecting search synchronization under load.

• Stabilized service restarts - Resolved a condition that caused instances to restart periodically.

• Weekly deadline report emails restored - Resolved an issue that prevented weekly deadline reports from being sent.

• Updated legacy system property handling - Fixed errors that could occur when updating system properties for legacy identifiers.
  
  

Removals / Deprecations

• Temporary export size safeguard - Introduced a temporary safeguard that blocks very large exports to protect system performance.
  
  

New Features

• (Horizon) Search experimentation groundwork - Laid the foundation for enhanced AI-powered search to explore relevance and recall improvements.

Improvements

• (Horizon) System properties expanded and migrations added - Added folder and organization references, API names, and migration methods to streamline property management and upgrades.

• Event processing performance improved - Indexed key event fields to speed up queries and reduce load during activity processing.

• AI is enabled by default on upgrade - New accounts and upgrades automatically gain AI features without additional setup.

• Tag names are case insensitive - Standardized tag matching to be case insensitive for more consistent filtering and reporting.

• Export reliability improved - Addressed edge cases impacting exports in certain workspaces.
  
  

Bug Fixes

• Search input keeps focus in Library - Typing in the parties search bar no longer loses focus.

• Intake form opens reliably after creation - Resolved an issue where the form could open unexpectedly after creating a request.

• Share button displays correctly in some browsers - Corrected layout so the share action is consistently visible.

• Document details tooltip displays fully - Ensured tooltips in the document details modal render completely.

• PDF processing reliability improved - Hardened PDF processing across specific flows to reduce errors.

• Template automation performance improved - Reduced delays during template automation under higher load.

• Role settings error states clarified - Adjusted mandatory field highlights for clearer guidance when managing roles.

• Team page titles and errors save correctly - Fixed an issue where titles and error messages were not saving as expected.

• Tags filtering and listing behave consistently - Clicking a tag applies the expected filter, and tag lists load faster.

• Agreement filters and TAV behaviors corrected - Resolved inconsistencies with TAV labels and validation, preserved filter selections, and ensured multi-user property filters update correctly.

• Bulk upload status handling updated - Improved handling of long-running bulk uploads to reflect progress more accurately.
  
  

Removals / Deprecations

Legacy bulk upload import removed - Removed the older “Import from Mass Upload” path. Bulk uploads and AI extraction continue through the current workflow.

New Features

• Alerting for AI service availability - Added alerting to quickly detect and respond to AI service outages.

• Added folder ID for new folders - New folders now receive a unique identifier to support future features.

Improvements

• Expanded system monitoring metrics - Added metrics to improve observability of backend services.

• Custom export delivered - Provided a tailored export for a customer request.

• Report creation supports tag IDs - Report creation now correctly handles tag identifiers.

• Improved AI document reading reliability - Improved reliability of AI analyses on uploaded documents for external organizations.

• Disabled markdown auto-conversion - Turned off automatic markdown conversion to preserve formatting.

Bug Fixes

• Teams list sorted alphabetically - Teams in Settings/Tags now display in alphabetical order.

• Correct details in signature modal - The signature modal now displays the correct information in cases where the name was previously displaying an email.

• AI extraction loader displays correctly - Fixed a display issue with the AI extraction loading indicator.

• Summary view handles merged parties - Resolved an error when a merged party was deleted in agreement summaries.

• Bulk signing reliability improvements - Resolved issues that prevented some bulk signing actions.

• Truncated long organization names - Long organization names are now truncated in the company switcher.

• Total value filter input displays correctly - Corrected the input chip display for the Total Agreement Value filter.

• AI Copilot eligibility and visibility updates - Resolved an eligibility inconsistency and ensured Agreement Copilot only appears when AI is enabled.

• Bulk upload preserves folder structure - Bulk upload now creates the intended folder structure.

• Stop button works in AI Copilot - The stop action in Agreement Copilot now behaves as expected.

• File rename works reliably - Resolved an issue that prevented renaming files.

• Resolved permission inconsistencies - Adjusted settings to align permission checks with expected behavior.

• Fixed e-signature documentation link - Corrected a link to external e-signature documentation.

Removals / Deprecations

• Deprecated clause V2 feature - Removed the older clause V2 feature.

• Removed legacy data reads - Retired unused data reads from a legacy app.

• Removed beta tag from filter descriptions - Eliminated “beta” wording from Total Agreement Value descriptions.

Release Highlight

• This release focuses on reliability across Intake Forms, Agreements, and AI Assistant, and introduces sharing for drafts.

New Features

• Share drafts with document sharing - You can now enable sharing for documents in Draft stages to collaborate earlier when needed.

• Support for ENUM property type - Added a new ENUM property type to standardize values across objects.

Improvements

• Assistant responses refine with filters and fallbacks - Assistant can generate responses using saved filters and provides clearer answers when no filters match.

• Link sharing visibility and usability updates - Improved share link experience and added better tracking for access events.

• API edge case guidance and handling - Clarified API behavior and adjusted handling for specific edge cases.

• Document processing and platform updates - Improved PDF text extraction quality and applied routine security and platform updates.

Bug Fixes

• Intake forms reliability and validation - Resolved refresh loading, corrected list display and comment limits, enforced field visibility rules, fixed form creation errors, corrected statistics values, and improved capacity for intake services.

• Assistant synchronization and parsing fixes - Improved assistant sync behavior, moved connector calls out of transactions, improved date filter understanding, and resolved errors in certain document extraction jobs.

• Agreement details and exports reliability - Resolved access restrictions on summary panel, improved attachment titles, corrected activity event labels, fixed parties updates on older documents, ensured termination date updates, and prevented export errors with empty monetary amounts.

• Template import message accuracy - Corrected file type guidance shown during template import.

• API key display truncation - Shortened API key identifiers in the UI to fit layouts consistently.

• General workspace reliability fixes - Addressed issues affecting uploads and background operations.

Removals / Deprecations

• Removed experimental Upload button in inbox - Removed a new Upload button from inbox to streamline the interface.

Release Highlight

• We expanded our DocuSign integration with two-way sync and bulk import, and streamlined the signing flow to reduce manual steps.

New Features

• Bi-directional DocuSign document sync - Enabled two-way document sync with DocuSign to keep files up to date.

• Bulk import from DocuSign - Added bulk import from DocuSign to accelerate onboarding.

• Map signature fields to DocuSign (HTML) - Mapped signature fields from HTML documents to DocuSign to reduce setup.

• DocuSign events added to audit trail - Captured DocuSign-triggered events in the audit trail for clearer history.

• Add folder column to Inbox - Added a folder column in the Inbox to make sorting and filtering easier.

• Email subject reflects document title - Email subjects now reflect the current document title.

• Clarify messages for access denied - Provided clearer error messages when access to a document is denied.

Improvements

• DocuSign signing flow streamlined - Reduced manual steps in the DocuSign integrations signing flow for a smoother experience.

• Send emails asynchronously - Moved email sending off the critical path to keep other features responsive.

• Notify when approval request fails - Shows a clear notification when an approval request cannot be sent.

• Correct description on Settings & Roles - Corrected draft permissions description on the Settings & Roles page.

Bug Fixes

• Keep select arrows consistent - Kept select menu arrows consistent in the attach dialog.

• Fix document formatting issue - Fixed document formatting so recipients see consistent layout.

• Correct organization for Copilot downloads - Downloads in Copilot now use the correct organization context.

• Fix retry loop in seat updates - Fixed a retry loop in seat update tasks to ensure completion.

• Fix tracked changes display on accept - Corrected display when accepting tracked changes.

• Fix empty state message in Settings - Replaced incorrect loading message with the proper empty state.

• Restore key term in Deadline report - Restored key term visibility in the Deadline report.

• Fix user email update error - Resolved an error when updating a user email address.

• Fix new version issue - Resolved an issue that affected creating or viewing new versions.
  
  

Removals / Deprecations

• Remove trial prompts after signing - Removed trial prompts and AI deadline reminders after signing to reduce noise.

Release highlight:

• Assistant gained richer context and control - including property sync, content-based queries, better link handling, and a retry option for single-document analysis.

New Features

• Webhook event support - Added support for emitting webhook events to enable downstream automation.

• Retry analysis for single documents - Added a retry option for single-document analysis; connected backend support to complete the flow.

• Link handling and missing-content sync - Assistant better handles document links and continues syncing when underlying content is unavailable.

• Content-based queries and conversation memory - Introduced content-based queries and conversation memory to improve responses over time.

• Assistant sync for contract properties - Assistant now syncs system, lifecycle/renewal, and custom properties for richer context.

Improvements

• Build and API cleanup - Cleaned internal APIs, periodically clear build caches, and improved data model mappings for stability.

• Email integration migration cleanup - Removed legacy email provider flags and completed migration cleanup.

• Settings and notifications UI refreshed - Refreshed settings navigation and migrated the settings and notifications pages to the new app shell.

• Templates messaging and inputs updated - Updated templates messaging and text area inputs to the new design system for consistency.

• Copy to clipboard success notification - Shows a clear confirmation after copying generated content from Agreement Copilot.

• Expanded internal monitoring for assistant - Added internal monitoring to better track assistant operations and reliability.

• Separate controls for platform and agreement copilot - Split feature controls for platform and agreement assistants to allow targeted rollouts.

Bug Fixes

• Resolve signature errors on legacy documents - Fixed signature processing errors affecting certain legacy documents.

• Assistant sync reliability - Improved reliability of assistant synchronization under production load.

• Handle signed uploaded Word documents - Handled signed, uploaded Word documents in Agreement Copilot flows.

• Intake delete modal closes reliably - Fixed an issue where the delete confirmation modal did not close.

• Correct logo sizing in emails - Adjusted custom branding logos to display at the intended size in email notifications.

Release Highlight

The Intake experience now supports end-to-end forms and requests: create forms from templates, submit requests, map fields to smart fields, and automatically populate documents from submitted data.

New Features

• Intake forms and requests - Create forms from templates, submit requests, map fields, and auto-populate documents from intake data.

• AI insights on agreement page - Added non-interactive document insights on each agreement page to surface key information without leaving the document.

• Boolean organization property type - Added a Boolean field type for organization properties to support yes/no attributes and reporting.

Improvements

• AI extraction prompts upgraded - Upgraded extraction prompts for faster, more consistent results across varied documents.

• Organization properties visibility and public fields - Expanded properties to support public fields and visibility controls for clearer sharing and governance.

• Schema migration maintenance - Performed database migration housekeeping to ensure reliable deployments.

• Intake analytics events - Added analytics events for intake requests to track usage and adoption.

• Custom Branding supports subdomains - Self-serve custom branding now supports subdomains for hosted portals.

Bug Fixes

• Two-step signing authentication emails - Improved reliability of two-step authentication during signing, including email delivery.

• Folder document counts - Corrected folder document counts to reflect the actual number of files.

• Smart fields copy and paste - Restored copy and paste in smart fields.

• Signature completion reliability - Improved reliability of signature completion in certain edge cases.

• Date display formatting - Corrected date display format in affected views.

• Template automation removal - You can now remove automation from templates as expected.

• Clause library export restored - Restored exporting clauses to common word-processing formats from the clause library.

• Intake description field flicker - Fixed flicker when editing the intake description and clicking outside the field.

• Document builder dropdown flash - Prevented brief flashing of empty dropdowns when switching tabs in document builder.

Release Highlight

• Deadline views now support saved filters, sharing, and calendar sync to help teams track key dates together.

New Features

• Deadline views: saved filters, sharing, calendar - Save filtered views, share them with teammates, and sync to your calendar.

• Admin notifications menu - A centralized menu lets admins configure advanced notification rules.

• Admin controls to enable or disable AI - Org admins can turn AI features on or off for their organization.

• Automatic extraction for bulk uploads - Bulk uploads now automatically extract key fields to speed review.

• Custom email sender opt out - Organizations can opt out of using a custom email sender when needed.

Improvements

• Email formatting and delivery updates - Updated email footers and invitation reply-to; standardized the delivery provider.

• Admin role updated for deadline permissions - Migrated admin role to align with new deadline permissions.

• Agreement organization ID migration - Migrated internal organization identifiers to improve data consistency.

• Assisted account admin provisioning - Improved reliability when provisioning or updating account admins.

Bug Fixes

• API reliability for edge cases - Addressed edge-case behavior to improve API reliability.

• Hide unavailable actions for users - Users no longer see actions they cannot perform.

• Branding logo upload no longer crops - Fixed cropping during custom branding logo uploads.

• Comments posting reliability improved - Resolved an issue that could prevent leaving comments in some cases.

• Assistant respects AI disable setting - When AI is turned off, the Agreement Assistant is now disabled as expected.

• AI setting hidden for unsupported plans - Removed the AI setting from plans that do not include AI features.

Removals / Deprecations

• Removed sign-up link on login - The login page no longer displays a sign-up link.

New Features

• Track changes permissions for guests - Admins can control whether external collaborators can use track changes.

• Slack integration - Added basic integrations to receive updates in workplace chat tools.

• Redesigned app navigation - Introduced a refreshed navigation to simplify access to key areas.

Improvements

• Deadline logic adjustments - Refined deadline handling to better cover edge cases.

• Infrastructure image updated for compliance - Refreshed service images as part of ongoing compliance work.

• Reply-to address for invitation emails - Adjusted agreement invitation emails so reply-to matches the from address.

• Various performance & security improvements

Bug Fixes

• Two-step verification reliability - Resolved issues that prevented successful two-step verification for some users.

• Accurate audit entries for email-assigned slots - Corrected audit activity when a signature slot is assigned to an email address.

• Deadline calculations reliability - Addressed edge cases that caused deadline checks to fail in tests.

• AI summary source selection - Corrected cases where the source used for AI summaries could be incorrect.

• System sender for intake emails - Ensured intake notifications are sent from the system address rather than the actor.

• Create documents from intake - Fixed an issue that prevented documents from being created from intake.
  
  

New Features

• Deadline views: column controls, sorting, and export - Users can add or remove columns, sort by key fields including total value, return to the previous view, and export deadlines to CSV or Excel.

• Initials field for signers - Added a dedicated initials field for signers in workflows that require it.

• Custom email sender and branding controls - Admins can configure a custom sender and branding for non-system emails directly in settings.

Improvements

• Deadline emails and events reliability - Reminder emails now include clickable sections, with improved scheduling and migration of past events for greater consistency.

• Database connection tuning - Adjusted connection settings to improve overall system reliability under load.

• Clearer handling of transaction rollbacks - Reduced unnecessary error messaging in rare rollback scenarios to improve clarity.

• “Don’t show again” button experience - Refined the behavior of the dismiss option for a smoother experience.

• Support operations: controlled admin access workflow - Streamlined a controlled process for authorized support sessions to reduce time to resolution.

• Various performance & security improvements

Bug Fixes

• Intake menu and scrollbar visibility - Resolved display and menu visibility issues in the intake experience under heavier usage.

• Template step tooltips display - Ensured step card tooltips display correctly in templates and auto-templating.

• 2FA setup icons display - Corrected icon rendering in the two-factor setup flow.

• Replace signer modal closes as expected - Fixed a case where the modal did not close after changing a signer.

• Correct identifier passed in request path - Adjusted routing to use the correct identifier in API calls.

Improvements

• Word Live Mode field and signature syncing - Synchronized editor fields and signature placeholders to stay aligned between Word Live Mode and the editor for a more consistent authoring experience.

• Deadlines navigation and data alignment improvements - Improved deadlines navigation and event behavior, added property-based sorting, and aligned historical data through migration for consistent views.

• Deadlines monitoring and performance insights - Added monitoring to observe usage patterns and performance for future tuning.

• Build pipeline capacity and reliability upgrades - Expanded build capacity and split workloads to improve pipeline reliability and throughput.

• Feature flag to support staged rollouts - Introduced a feature flag to enable controlled, incremental releases.

• Signer module SDK update - Updated the cryptographic module SDK for improved compatibility and security posture.

Bug Fixes

• Invitation emails subject and delivery corrected - Corrected invitation email subject lines and delivery behavior.

• Role settings save reliability improved - Resolved an issue where the assistant could block saves on the roles page.

• Sidebar layout corrected for French language - Removed an unintended horizontal scrollbar in the automations sidebar when using French.

• Approval workflow creation reliability - Ensured system workflows are created correctly when approval events occur.

• User endpoint initialization fix - Addressed an initialization issue affecting the user endpoint.

• Deadlines event resync and scrolling fixes - Resolved event resynchronization after trash/restore and fixed a rare scrolling loop with many deadlines.

• Inbox property filtering corrected - Fixed single and multi-select property filters when using merged custom references.

Removals / Deprecations

• Deprecated AI-enabled endpoint removed - Removed an unused AI-enabled endpoint as part of platform cleanup.

New Features

• Auto-request signature after last approval - Option to automatically request signatures once the final approval is completed, reducing manual steps.

• Guest reminder resets on signature reset - Updated guest reminder behavior so reminders align with a reset signature state.

• Feature rating and feedback in Deadlines - Added an in-product rating and feedback section to the Deadlines views to capture user insights.

Improvements

• Faster inbox response times - Optimized backend processing to make inbox responses feel snappier during high usage.

• AI extraction engine updates and retries - Refinements to the AI extraction engine and an automatic one-time retry to increase successful extractions.

• Higher enterprise invitation threshold - Raised the maximum invitation threshold for large organizations to support bulk onboarding.

• Richer export metadata for documents - Exports now include agreement and organization identifiers to aid downstream processing.

• Opt-out flag in AI settings API - Added an opt-out parameter to the AI settings API to better reflect user preferences.

• Early feedback integrations for AI features - Connected early-stage feedback channels for AI features to inform iterations.

• Streamlined user preference loading - Reduced front-end dependency work by consolidating preference loading during sign-in.

• Improved telemetry for CRM integration - Added initialization to improve observability of the CRM app integration.

• Faster updates to sharing settings - Improved performance when updating the “shared with” field on agreements.

• Faster export and API agreement listing - Reduced response times for large agreement listings in exports and APIs.

• Improved deadline email deliverability - Adjusted formatting and policies to reduce false phishing flags on deadline notifications.

• Validated workflow descriptions - Added missing validation to prevent invalid workflow descriptions.

• Improved intake statistics throughput - Raised capacity of the endpoint powering intake statistics to handle peak loads, improving dashboard responsiveness.

• Standardized secure links in email footers - Converted email footer links to HTTPS for consistency and trust signals.

Bug Fixes

• Resolved pending state in AI extraction - Addressed a case where AI extraction could remain in a pending state longer than expected.

• Synced referenced user property to search index - Ensured referenced user properties stay consistent in the search index for accurate results.

• Cleaned up orphaned access records - Fixed an access denormalization edge case that could leave orphaned records after agreement deletion.

• Fixed truncated text in Summary panel - Resolved an issue that could cut off words in the Summary panel when reading.

• Handled out-of-range deadline dates - Added safeguards for deadline dates that exceed the workflow engine’s range.

• Restored monitoring on text extraction task - Re-enabled instrumentation for the text extraction task to improve observability.

• Improved error logging for status updates - Ensured failures in background status updates are logged reliably for faster diagnostics.

• Removed unused query parameter - Eliminated an unnecessary query parameter during agreement saves to prevent UI confusion.

• Adjusted access to AI settings for guests - Corrected access controls so guest users no longer encounter an error when checking AI settings.

• Timeouts for intake requests - Added timeouts to the intake request process to improve reliability during network delays.

• Adjusted document access in affected workspace - Resolved a workspace-specific document access issue without changing global permissions.

Removals / Deprecations

• Disabled legacy inbox count indicator - Turned off an outdated inbox counter to simplify the interface and reduce confusion.

New Features

• Targeted performance diagnostics - Enabled targeted diagnostics for specific users to speed up issue investigation without broad logging.

Improvements

• Optimized /groups, /participants performance - Improved efficiency of /groups, /participants to speed up responses and reduce load.

• Standardized identifiers across APIs - Aligned identifier formats across APIs to improve consistency and interoperability.

• Improved agreement category accuracy - Refined classification logic to improve accuracy when assigning agreement categories.

• Refined finalize worker for efficiency - Reduced unnecessary datastore calls during finalization to improve throughput.

• Email delivery service migration - Migrated email delivery for selected plans to improve deliverability and consistency.

• Refined deadline reminder emails - Adjusted reminder emails for clearer messaging and more consistent timing.

• Standardized identifiers in agreement data - Aligned organization and user identifiers in agreement-related records for greater consistency.

• Refined worker autoscaling - Adjusted worker scaling behavior to improve stability and throughput under varying load.

• Updated Extract key data button - Improved the button behavior for a clearer, more consistent extraction flow.

• Modernized Roles page - Updated the Roles page to a modern UI for better performance and maintainability.

• Fixed the organizations list in integrations - Corrected how the organizations list loads in developer tools and CRM integrations.

• Standardized API data types - Aligned API data types to reduce inconsistencies and simplify integrations.

• Added trial banner component - Introduced a reusable trial banner component in the design system.

• Optimized create job endpoint - Improved request handling to reduce latency during job creation.

• Expanded AI extraction coverage - Enabled our AI extraction service for additional scenarios, including guest submissions.

• Removed legacy initialization step - Cleaned up an unused initialization path to simplify account provisioning.

• Email delivery service migration - Migrated email delivery for selected plans to improve deliverability and consistency.

• Expanded AI extraction coverage - Enabled our AI extraction service for additional scenarios, including guest submissions.

• Tuned database session timeouts - Adjusted database timeouts to reduce lock contention and improve reliability.

Bug Fixes

• Restored ability to change email - Resolved an issue preventing account email updates in profile settings.

• Corrected permissions for external draft creation - Adjusted permissions so creating drafts from external sources works as expected.

• Prevented duplicate deadline reminder emails - Addressed a condition that could trigger multiple reminder emails for the same deadline.

• Resolved tag saving in reports - Fixed an issue where tags sometimes did not save correctly in reports.

• Optimized property value retrieval - Improved performance when loading property values to reduce wait times.

New Features

• Workflow platform foundations - Introduced system workflows and event schema support to enable future automation.

• Intake trial experience - Enabled 30-day trial, freemium evaluation access, and an in-product trial banner.

• Filters for monetary amount properties - Added filtering support for monetary amount custom properties in lists and searches.

Improvements

• Accept tracked changes on Word import - Allow users to accept tracked changes when importing Word documents.

• Expanded intake request management - Added “More Info Needed” status, enabled editing of own comments, and allowed request removal.

• Default permissions for intake requests - Enabled default permissions for creators and team managers on intake requests.

• Empty state for intake requests - Show a clear empty state when an intake requests page has no items.

• Simplified intake access checks - Removed an obsolete feature flag dependency to rely on unified permissions.

• Improved mass upload processing - Updated bulk upload handling for consistent results.

• Removed deprecated query method usage - Eliminated a deprecated database query pattern to align with current standards.

• Reverted prior change to restore behavior - Rolled back a recent change to maintain expected behavior in production.

• Added identifier to storage metadata - Populated an internal identifier in object storage metadata for traceability.

• Added created-by field for auditing - Introduced a created_by field to support auditing and troubleshooting.

• Adjusted Creator Admin role assignment - Updated role assignment logic to correctly grant Creator Admin privileges.

• Improved CRM integration connectivity - Refined connection handling in non-production environments for better reliability.

• Added tests for document type AI - Added front-end acceptance tests to increase confidence in the summary panel.

• Email provider feature flag - Introduced a feature flag to safely manage email provider changes.

• Identifier conversion utilities for intake - Added internal helpers to convert identifiers for intake integrations.

• Search and filtering improvements - Added date filtering to deadline APIs and improved organization-level search synchronization in admin tools.

• Expanded analytics and logging coverage - Broadened tracking across intake workflows and integrations; added trial events; improved error logging.

• Updated notifications and flash messages - Refined flash message behavior and renamed a deadline notification for clarity.

• Numeric custom property filter messaging - Added clear validation messaging when digit limits are exceeded.

Bug Fixes

• File name changes now save - Resolved an issue where renaming a file did not persist.

• Optimized search query performance - Optimized a search query to reduce latency in results retrieval.

• Selected role now persists - Corrected behavior where a selected role would not persist after save.

• Signer retained when drafting templates - Fixed a case where a signer could be removed when creating a draft from a template.

• Corrected database query usage - Replaced an incorrect typed query used for update/delete operations.

• Corrected organizations API documentation - Fixed documentation for the organizations endpoint to reflect current behavior.

• Restricted intake error log contents - Adjusted logging so file contents are not included when intake errors occur.

Removals / Deprecations

• Adjusted Intake feature availability by plan - Updated plan entitlements to align Intake feature access with current packaging.

• Disabled one external AI suggestion option - Turned off an external AI suggestion option in targeted environments.

New Features

• Added Allow guest user set reminder date - Added Allow guest user set reminder date in allow guest user.

• Added Activate AI on document type for AI users - Added Activate AI on document type for AI users in activate ai on.

• Added Add DATETIME type - Added Add DATETIME type in add datetime type.

• Added Adding custom property filter type select default value - Added Adding custom property filter type select default value in adding a custom.

• Added Enable user set up intake form notifications - Added Enable user set up intake form notifications in enable user to.

• Added Ability filter Intake request Status intake requests view - Added Ability filter Intake request Status intake requests view in api only.

Improvements

• Added Update comment section order display newest comments first - Added Update comment section order display newest comments first in update comment section.

• Added intake form email notifications - Added notifications for comments, status changes, submissions, and assignments in intake forms.

• Added intake form attachments - Added ability to add and manage attachments in intake forms and agreements.

• Added Titles in downloaded documents contain UID first - Added Titles in downloaded documents contain UID first in titles in downloaded.

• Added Enable Manual Activation/Deactivation Intake Form Feature Customer - Added Enable Manual Activation/Deactivation Intake Form Feature Customer in enable manual activation.

• Added Navigate between AI Suggestions - Added Navigate between AI Suggestions in navigate between ai.

• Improved intake request visibility - Added unread counters and visual distinction between read and unread requests.

• Updated agreement property tracking - Updated category, key terms, description, lifecycle, parties, and document type tracking.

• Improved extraction time in guest experience - Reduce the extraction time of required data reminders guest experience clearer and more consistent.

• Improved AI model INITIAL TERM, RENEWAL CONTRACT VALUE - Improved use of the model to make AI model clearer and more consistent.

• Improved Migrate Analytics page to React - migrated the analytics page to React, making it clearer and more consistent.

• Improved Migrate bulk properties to use checkboxed input chips - Improved migrate bulk properties to make Migrate bulk properties to use checkboxed input chips clearer and more consistent.

• Improved settings configuration - Improved intake notification to make settings configuration clearer and more consistent.
  
  

Bug Fixes

• Global search synchronization issues - Fixed caching and redundant fetches in global search.

• Username validation responses - Fixed an issue in 2024 that caused username validation responses.

• Single & Multi select: Behavior issues adding editing - Fixed an issue in filters that caused Single & Multi select: Behavior issues adding editing.

• Submenu types still open user clicked + button - Fixed an issue in inbox filters that caused Submenu types still open user clicked + button.

• User suffix (deactivated, you) displayed summary panels input - Fixed an issue in multi select user that caused user suffix (deactivated, you) displayed summary panels input.

• Fixed Shadow on sign modal - Fixed an issue in the signing modal that caused Shadow on sign modal.

• Modal displayed top left screen specific case - Fixed an issue in ai suggestion modal that caused modal displayed top left screen specific case.

• Fixed Autoscroll when editing long intake description - Fixed an issue in autoscroll when editing that caused Autoscroll when editing long intake description.

• Export name length corrected - Fixed an issue in export name shortened that caused Export name length corrected.

• Residual fallout removed - Fixed an issue in merging third parties that caused Residual fallout.

• Null date format handling - Fixed an issue in data export that caused Null date format handling.

• Check from reset password response - Fixed an issue that caused issues with the reset password response.

Removals / Deprecations

• Deprecated outdated features - Deprecated unused reminders, endpoints, and legacy data access methods.