Highlights

This release delivers significant improvements to application performance and user experience. Enhanced performance monitoring capabilities provide better system reliability, while user interface optimizations reduce loading times across the platform. Notable improvements include streamlined deadline management with better access controls and enhanced data integrity through updated backend processes.

New features

Performance improvements

Enhanced tracking and error monitoring: Implemented comprehensive performance monitoring to capture slow API calls, detect performance issues, and provide better system reliability with real-time tracking capabilities.

Optimized agreement panel tabs: Improved rendering performance by preventing unnecessary initial renders, resulting in faster page load times when navigating between agreement tabs.

Application loading optimization: Enhanced the foundation application to load only when needed, reducing overall system resource usage and improving application startup times.

Code optimization: Removed unused code from legacy application components, improving system efficiency and reducing bundle sizes.

Data management enhancements

Improved inbox performance: Updated backend processes to use direct database queries for access type information in inbox and export functionality, resulting in faster data retrieval.

Signature data integrity: Enhanced contract creation process to properly set signatures when generating signed contracts from negotiations, ensuring data consistency across the platform.

Data consistency improvements: Resolved database inconsistencies where user agreement records existed without corresponding agreement summaries, improving system reliability.

User interface enhancements

Deadline access controls: Strengthened security by preventing unauthorized access to personal deadline views through direct URLs, ensuring proper access permissions are enforced.

User selector formatting: Improved spacing in user selection interfaces throughout deadline sharing and view management features for better readability.

Form validation improvements: Enhanced error messaging for deadline view naming conflicts, providing clearer feedback when users attempt to create views with duplicate names.

Display accuracy: Corrected display logic to show empty cells instead of "Other" when documents lack specific document types or agreement categories in deadline columns.

Major bug fixes

Authentication and access issues

Single sign-on resolution: Fixed SSO authentication issues that caused blank screens for some users during account activation, ensuring smooth login experience for enterprise customers.

SAML certificate management: Updated SAML certificate configurations to ensure continued authentication functionality for enterprise customers.

Document management fixes

Large document handling: Resolved performance issues with large document uploads and version replacements that previously caused system timeouts and failed operations.

Deadline visibility: Fixed issue where contract deadlines weren't appearing in deadline reminders or deadline tabs while still showing in filter results.

Document workflow: Corrected automatic document stage transitions that incorrectly moved shared documents to signing stage without user action.

Activity export accuracy: Fixed data export functionality from activity pages to eliminate incorrect row information that appeared in exported reports.

User interface fixes

View naming validation: Corrected validation logic to properly prevent duplicate deadline view names, including case-insensitive name checking across all users.

Error message accuracy: Improved error messaging consistency when editing deadline view names to provide appropriate feedback for naming conflicts.

Highlights

This release enhances contract management with intelligent document type identification and improved export capabilities. Major SAML authentication infrastructure improvements provide better security and reliability for enterprise users. Enhanced user interface elements and comprehensive customer data management capabilities streamline daily workflows.

New features

Document management enhancements

Document type display: Document type column now appears in the inbox and reports with complete export support. New users see document type positioned next to stage information, while existing users can enable visibility through column filters.

Advanced export improvements: Enhanced CSV and Excel export functionality with proper character encoding support, resolving accent display issues in international content.

Document properties expansion: Added date field property type with intuitive calendar interface, supporting both English (MM/DD/YYYY) and French (DD/MM/YYYY) date formats. Properties can be created, edited, and applied to templates with comprehensive validation.

Report view persistence: Save view functionality now preserves both column selections and applied filters when creating reports from inbox views.

Authentication and security

SAML infrastructure modernization: Comprehensive upgrade to new authentication library with support for encrypted assertions, identity provider-initiated flows, and improved reauthentication handling. Enhanced relay state management and stateless authentication requests improve reliability and security.

System infrastructure

Build system improvements: Updated development infrastructure with the latest security patches and improved continuous integration pipeline reliability.

Performance optimization: Analyzed and resolved performance bottlenecks related to document properties, implemented pagination improvements, and optimized export processes for large datasets.

Major bug fixes

User interface improvements

Export functionality: Fixed infinite loading issue when attempting advanced export operations from inbox lists. Users can now successfully generate both CSV and Excel exports with proper encoding.

Character encoding: Resolved display issues with accented characters in exported documents, ensuring proper internationalization support across all export formats.

API and backend issues

Authentication stability: Resolved SAML authentication edge cases and improved error handling for token validation scenarios.

Performance issues: Addressed database query optimization challenges affecting large document collections and export operations.

Highlights

This release enhances document management capabilities through AI-powered contract analysis features and streamlined user interface components. Key improvements include expanded AI chat assistance for document analysis, enhanced third-party management workflow efficiency, and improvead date formatting customization. User management tools have been enhanced to provide greater flexibility and control for enterprise customers.

New features

AI and document analysis capabilities

Enhanced AI extraction processing: Improved bulk AI data extraction capabilities with optimized connection pool management, allowing for more reliable processing of large document sets without system bottlenecks.

User interface improvements

Streamlined third-party entry workflow: Enhanced third-party management interface to automatically save entries when users click save, eliminating the previous requirement to manually confirm entries before saving.

Customizable date formatting: Added user preference settings allowing customers to choose their preferred date format (MM/dd/yyyy, dd/MM/yyyy, or yyyy/MM/dd) for Excel exports and deadline reports, providing better localization support.

Optimized component performance: Implemented enhanced interface components that improve page load times and user interaction responsiveness throughout the platform.

Integration enhancements

DocuSign audit trail improvements: Resolved issues with audit trail generation for legacy document identifiers, ensuring proper tracking and documentation of all document export activities to DocuSign regardless of document age.

Major bug fixes

Performance and reliability fixes

Database connection optimization: Improved connection pool management to prevent database connectivity issues during high-volume AI processing operations, ensuring consistent system availability.

Data integrity enhancements: Implemented database schema optimizations to handle large property value sets more efficiently, preventing data truncation issues and improving overall system stability.

Interface responsiveness: Resolved loading delays and performance bottlenecks in the document inbox and properties display, providing faster access to document information.

User management enhancements

SSO login resolution: Fixed single sign-on authentication issues affecting users with updated email configurations, ensuring seamless access for all authenticated users regardless of account history.

User data management: Enhanced user account deletion capabilities to support compliance requirements and resolve authentication conflicts when necessary.

Highlights

This release marks the beginning of Q3 with significant advancements in our AI-powered search capabilities and infrastructure modernization. This release delivers new groundwork for cutting-edge features, 13 bug fixes, and 40 performance improvements, with primary focus on implementing next-generation search technology through new integrations and establishing a foundation for AI-enhanced document analysis.

Major bug fixes

Search and discovery issues

• Document Retrieval Accuracy: Fixed issues affecting the accuracy of document search results, particularly for complex queries involving multiple criteria.

• Search Performance: Resolved performance bottlenecks that were causing delayed response times for search operations.

• Index Synchronization: Fixed index synchronization problems that were causing inconsistencies between search results and actual document availability.

Document management

• Metadata Consistency: Resolved issues with document metadata that were causing discrepancies in search results and document organization.

• Document Processing: Fixed processing issues that were affecting the completion of document workflow operations.

• API Response Handling: Improved API response handling to prevent timeouts and ensure reliable system communication.

User interface improvements

• Search Interface Optimization: Enhanced search interface responsiveness and result presentation for a better user experience.

• Error Message Clarity: Improved error messaging to provide users with clearer feedback when search operations encounter issues.

• Performance Indicators: Added better visual feedback for search operations and system processing status.

System integration

• Third-party Service Stability: Resolved connectivity and stability issues with external service integrations.

• Data Synchronization: Fixed data sync issues that were causing delays in document indexing and search availability.

• Background Processing: Improved background processing efficiency for document analysis and search index updates.

Upcoming in the next release

Our next release will focus on enhancing search implementation with intelligent filtering capabilities and beginning integration of AI-powered document analysis features. We're also planning significant improvements to user interface responsiveness and search result relevance.

Key planned developments include:

• Integration of intelligent filtering with a search engine for more relevant results

• Performance optimizations for the new search infrastructure

  
  

Highlights

This release introduced significant updates to our search capabilities and document management features. This release includes 7 new features, 17 bug fixes, and 80 performance improvements, with the primary focus on enhancing user experience through better document discovery, improved party management, and optimized search functionality.

New features

Enhanced search capability groundwork

• Advanced Search Implementation: Began implementation of new search engine infrastructure to improve document discovery and query performance.

• Improved Party Search: Enhanced search functionality to better handle party-specific queries and contextual document retrieval.

• Document Metadata Enhancement: Implemented improved metadata management for better document organization and searchability.

Document management improvements

• Enhanced Recent Documents Display: Improved handling of recent documents, particularly for documents without associated parties, ensuring cleaner interface presentation.

• Optimized Document Organization: Enhanced document categorization and filtering capabilities for better user workflow management.

• API Integration Enhancements: Developed new API endpoints and improved existing ones for better system integration and data synchronization.

User interface refinements

• Modal Interface Improvements: Enhanced various modal interfaces for better user interaction and data presentation.

• Navigation Optimizations: Improved navigation flow and user path optimization for more intuitive document management.

Major bug fixes

Document display issues

• Empty Party Handling: Fixed display logic for recent documents that have no associated parties, ensuring the interface doesn't show unnecessary empty elements.

• Document Filtering Problems: Resolved issues with document filtering that were preventing users from finding relevant documents efficiently.

Search functionality

• Party Name Search Issues: Fixed critical bug where searching with only party names (without additional context) was failing to locate documents containing those parties.

• Search Result Accuracy: Improved search result accuracy and relevance ranking for a better user experience.

• Query Processing: Enhanced query processing to handle various search input formats and improve result consistency.

API and backend issues

• API Modifications: Implemented necessary API modifications to support enhanced search and document management features.

• Data Synchronization: Fixed data sync issues that were causing inconsistencies in document metadata and party information.

• Performance Optimization: Resolved backend performance issues affecting response times for search and document retrieval operations.

User interface fixes

• Form Submission Issues: Addressed various form validation and submission problems that were preventing successful data entry.

• Display Consistency: Fixed inconsistencies in document and party information display across different interface components.

• Modal Behavior: Resolved issues with modal window behavior and data presentation that were affecting user workflow.

Integration and workflow

• Third-party Service Connectivity: Fixed connectivity issues with external services that were causing workflow interruptions.

• Document Processing: Resolved document processing issues that were affecting the completion of certain workflow operations.

• Error Handling: Improved error handling and user feedback for failed operations and system errors.

  
  

Highlights

This release focused primarily on stability enhancements and user experience refinements following our major previous release. This maintenance release delivered 1 new feature, 16 bug fixes, and 27 performance improvements. Our primary focus was on resolving UI inconsistencies, fixing import functionality, and ensuring optimal performance of recently deployed features.

New features

User experience enhancement

• Improved Folder Navigation: Enhanced personal folder modal interface with updated naming conventions, changing "Inbox name" to "Personal folder" for better clarity and user understanding.

Major bug fixes

User interface corrections

• Personal Folder Naming: Fixed inconsistent naming in modal interface where "Inbox name" has been properly renamed to "Personal folder" for improved user clarity.

• Import Functionality Restoration: Resolved broken DocuSign logo display on advanced menu button that was preventing proper import operations.

• Upload Button Logic: Fixed inappropriate display of upload button when embedding functionality was not enabled, preventing user confusion and workflow errors.

Document management issues

• Document Display Optimization: Resolved various minor display inconsistencies affecting document preview and management interfaces.

Form and workflow fixes

• Form Validation Improvements: Addressed form submission issues that were causing validation errors and preventing successful data entry.

• Navigation Consistency: Fixed navigation irregularities that were causing user workflow interruptions.

• Performance Optimizations: Resolved minor performance issues affecting response times in document operations.

Integration stability

• Third-party Integration Fixes: Addressed connectivity issues with external services that were causing intermittent failures.

• API Response Handling: Improved error handling for API responses to prevent system timeouts and improve user experience.

• Data Synchronization: Fixed data sync issues that were causing inconsistencies between different system components.

Highlights

This release represents one of our largest feature releases of year so far, with 133 new features, 93 bug fixes, and 339 performance improvements. This release introduces comprehensive DocuSign integration and delivers significant enhancements to our AI assistant. We've also strengthened our audit trail functionality and improved document sharing workflows. Additionally, we launched Agreement Copilot, our new AI-powered assistant designed to help users navigate and understand complex agreements more efficiently.

New features

DocuSign integration

• Complete DocuSign Signing Workflow: Implemented end-to-end DocuSign integration that automatically returns signed documents to Concord upon completion.

• Enhanced Audit Trail for DocuSign: Added comprehensive audit trail events for DocuSign signing activities, including signing initiation and completion tracking.

• DocuSign Signer Data Population: Developed capability to populate signer-related data and fields directly to DocuSign, streamlining signing process.

• Sign with DocuSign UI Components: Added dedicated header panels and modal interfaces for DocuSign signing workflows.

• Signature Provider Integration: Enhanced inbox requests to include signature provider information for better workflow management.

Advanced document features

• Enhanced Document Sharing: Improved sharing capabilities with better recipient management and notification systems.

• Advanced Search Functionality: Enhanced search capabilities to better handle party names and contextual queries.

• Document Status Tracking: Implemented improved status tracking for better document lifecycle visibility.

• Form Integration Enhancements: Added new API endpoints for creating intake requests from forms.

• AI Control Options: Enabled AI customers to turn off AI functionality for their users, providing greater control over AI feature usage.

Agreement Copilot

• AI-Powered Document Assistant: Introduced Agreement Copilot to provide intelligent guidance and insights during document review and analysis.

• Contextual Recommendations: Implemented smart suggestions based on document content and user workflow patterns.

• Enhanced Document Understanding: Added advanced AI capabilities to help users quickly identify key clauses, risks, and opportunities within agreements.

• Interactive Document Analysis: Enabled real-time AI assistance for document interpretation and decision-making support.

Workflow improvements

• Message Pre-filling: Implemented capability to send messages for pre-filling envelope information.

• Enhanced Document Views: Added dynamic view management with improved filtering and sorting options.

• Improved Navigation: Streamlined navigation paths with better context awareness and user flow optimization.

Major bug fixes

DocuSign-related issues

• Missing Audit Trail Events: Fixed issue where DocuSign events were not properly recorded in audit trail.

• Redirection Problems: Resolved redirection failures when documents were exported to DocuSign.

• Concurrent Event Management: Fixed problems with managing multiple concurrent DocuSign events.

User interface fixes

• Sharing Workflow Issues: Fixed bug allowing users to share views without selecting recipients.

• Missing User Labels: Added missing "Shared by [User Name]" labels in recipient panels.

• Email Notification Failures: Resolved issues preventing email notifications when views were shared with recipients.

• Tooltip and UI Elements: Added missing tooltips on disabled date picker inputs and fixed various UI element positioning issues.

View and document management

• Duplicate View Notifications: Implemented specific notifications for duplicate view name scenarios.

• Dynamic Block Sizing: Fixed static dimensioning issues in saved/shared view blocks, implementing dynamic adaptation.

• Scrollbar Optimization: Resolved scrollbar appearance issues when handling long character strings in navigation panels.

• Document Display Issues: Fixed various document preview and rendering problems affecting user experience.

Performance and system stability

• Search Performance: Improved search functionality to properly handle party name queries without context.

• Form Submission Issues: Resolved various form submission and validation problems.

• Database Optimization: Enhanced database query performance for better system responsiveness.

  
  

Highlights

This release delivered significant enhancements to our document processing capabilities with focus on static field positioning and signature functionality. We've upgraded PDF rendering, enhanced audit trail capabilities, and resolved critical issues affecting document workflow efficiency. This release includes 25 new features, 42 bug fixes, and 106 performance improvements across our platform.

New features

Document processing enhancements

• Static Field Positioning for PDF Mode: Implemented proof-of-concept for precise positioning of static fields in PDF documents, enabling better layout control and document formatting.

• Static Field Anchoring for HTML Mode: Added anchor functionality for static fields in HTML mode, improving document presentation and user experience.

• Static Signers Implementation: Developed proof-of-concept for static signer functionality, streamlining the signature process for recurring document types.

API and integration improvements

• Enhanced Document Status Tracking: Implemented improved status tracking mechanisms for better document lifecycle management.

• Audit Trail Enhancements: Added new audit trail events for better compliance and document tracking capabilities.

• Webhook Processing Improvements: Enhanced webhook handling for more reliable third-party integrations.

User interface updates

• Document View Optimizations: Improved document viewing experience with better rendering and interaction capabilities.

• Navigation Enhancements: Streamlined user navigation paths for improved workflow efficiency.

• Responsive Design Improvements: Enhanced mobile and tablet viewing experiences across key interface components.

Major bug fixes

Critical document issues

• Document Generation Failures: Resolved issues causing document generation to fail under specific conditions, improving overall system reliability.

• PDF Rendering Problems: Fixed rendering issues in PDF mode that were affecting document display quality and functionality.

• Signature Workflow Errors: Addressed critical bugs in signature workflow that were preventing successful document completion.

User interface fixes

• Display Inconsistencies: Corrected various display issues affecting document preview and editing interfaces.

• Form Field Validation: Fixed validation errors that were preventing proper form submission and data entry.

• Navigation Issues: Resolved navigation problems that were causing user workflow interruptions.

Performance and stability

• Memory Optimization: Fixed memory leaks that were affecting system performance during high-volume document processing.

• Database Query Optimization: Improved query performance for better response times in document retrieval operations.

• Concurrent Access Issues: Resolved problems with multiple users accessing same documents simultaneously.

  
  

Highlights

This release focused on significant enhancements to deadline management and calendar features, with the introduction of a new saved and shared views system. Users can now create customized calendar views, share them with colleagues, and access them through streamlined navigation experience. We've also made improvements to email notifications and UI responsiveness across platform.

New features

Saved and shared views system

• Custom View Creation: Create and save personalized deadline views with customized filters and columns.

• View Sharing Capabilities: Share saved views with team members, enabling consistent deadline monitoring across teams.

• Notification System: Automatic email notifications when views are shared with recipients.

• Flexible Calendar Integration: Generate calendar links for saved views, allowing access to deadlines directly from external calendar applications.

UI/UX improvements

• Enhanced Navigation: Redesigned left panel with dedicated section for saved and shared views.

• Improved Date Selection: Added 90-day and 180-day filtering options in date picker.

• Dynamic Dimensioning: Adapted view containers to optimize space usage for different screen sizes.

• Visual Feedback: Added tooltip guidance for date picker options and naming conventions.

Workflow enhancements

• Simplified Sharing: Streamlined view sharing process with clearer recipient selection.

• View Management: New options to duplicate, edit, and delete saved views.

• Shared Views Organization: Dedicated sections for views "shared with me" and "shared by me".

• Permission Controls: Enhanced permission management ensures that only view owners can edit and share.

Major bug fixes

User interface fixes

• Left Panel Refresh: Fixed issue where the left panel required manual refresh to update content.

• Date Calendar Entries: Resolved problem with unlocked date calendar entries in saved and shared views.

• Notification Delivery: Fixed notification delivery failures when sharing views with recipients.

• Scrollbar Appearance: Corrected scrollbar appearance when view names exceed 32 characters.

• Duplicate View Names: Implemented proper error handling for duplicate view names.

• Missing User Labels: Added missing label "Shared by [User Name]" for clarity in recipient panel.

Highlights

This release includes key improvements for calendar views and sharing functionality, fixes for critical UI issues, and enhancements to notification system. Highlights include enhanced sharing capabilities for calendar views with improved permission controls, fixed UI issues in saved/shared views interface, improved email notification reliability, and updates to application's navigation structure.

New features

Calendar views sharing

• Save and Share Calendar Views: Added ability to save and share calendar views with specific recipients.

• Permission Controls: Implemented permission controls to ensure only owners can edit/share views.

• View Organization: Added "Shared with me" and "Shared by me" view lists for better organization.

• ICS Calendar Feed: Created ICS calendar feed support for external calendar applications.

Navigation improvements

• Organization Switcher: Implemented new organization switcher for easier context switching.

• Modern Navigation: Redesigned main navigation with modern burger menu structure.

• React-based System: Improved React-based navigation system for better performance.

Feature flagging system

• Feature Flag Support: Added support for retrieving feature flags from dedicated endpoint.

• UI Components: Implemented UI components to make new features easily accessible based on entitlements.

Major bug fixes

Email and notification fixes

• Email Notifications: Fixed issue where email notifications were not sent when views were shared with recipients.

• View Sharing: Fixed issue where system allowed sharing view with no recipients selected.

User interface fixes

• Left Panel Updates: Resolved problem with left panel requiring manual refresh to update content.

• Scrollbar Issues: Resolved issue with scrollbar appearing when there are more than 32 characters in left panel.

• TypeScript Issues: Fixed typescript issues related to deadlines merging.

• OpenAPI Documentation: Corrected OpenAPI documentation for organization endpoints.

Highlights

This release introduces two significant features to enhance Concord CLM platform experience: Self-Service Account Deletion for Free and Freemium users who can now delete their accounts directly from application interface, and Slack Integration for receiving notifications and updates about agreement status changes directly in workspace.

New features

Self-service account deletion

• Account Deletion UI: Added new UI component in account settings for Free and Freemium users to delete their organization.

• Secure Backend API: Implemented secure backend API for handling account deletion requests.

• Automatic Cleanup: System performs automatic cleanup of associated user data and permissions.

• Confirmation Process: Provides clear confirmation process to prevent accidental deletions.

Slack integration

• Real-time Notifications: Added new user integration with Slack for real-time notifications.

• Integration Support: Updated integration code in concord-ws to support new Slack provider.

• Agreement Status Handlers: Implemented handlers for important agreement status changes including AGREEMENT_EXECUTED, AGREEMENT_EXPIRED, and AGREEMENT_BACK_TO_REVIEW notifications.

Table improvements

• Column Resizing: Enhanced core-ui Table component to support column resizing.

• Data Display: Improved data display capabilities for better information management.

• Responsive Handling: Added responsive handling for various screen sizes.

Branding customization

• Custom Branding Page: Updated custom branding page with improved UI and additional options.

• Enhanced API: Enhanced API endpoints for CRUD operations on domain configurations.

Major bug fixes

User interface fixes

• Trial Intake Badge: Fixed issue where "New" badge would blink when Trial Intake was launched.

• Account Settings: Resolved various UI inconsistencies in account settings area.

• Form Rendering: Fixed form rendering issues that affected specific form fields.

• Performance Issues: Addressed performance issues in data loading for large datasets.

• Column Resizing: Corrected column resizing functionality in specific table views.

Highlights

This release brings significant improvements to deadline management and export functionality, along with enhanced email deliverability capabilities. We've implemented comprehensive deadline management system with new filtering, sorting, and export options, improved document exports to handle unfilled fields correctly, and created detailed documentation for email deliverability troubleshooting.

New features

Enhanced deadline management system

• Key Term Titles: Added key term titles in deadline listings for better identification and tracking.

• Saved Views Functionality: Implemented saved views functionality to quickly access frequently used deadline filters.

• Customizable Columns: Added customizable columns with additional properties and document metadata.

• Enhanced Sorting: Enhanced sorting capabilities, including sorting by Total Agreement Value.

• User Preferences: Improved user preferences management for personalized experience.

• Redesigned Emails: Redesigned deadline reminder emails with clickable links that redirect to appropriate filtered views.

Improved export capabilities

• Export Interface: Redesigned export interface with proper file format labeling (.XLSX instead of .XLS).

• Format Selection: Added dropdown menu for export format selection (Excel and CSV).

• PDF Export Enhancement: Improved PDF exports to properly handle unfilled fields (placeholders no longer appear in exports).

• Format Preservation: Enhanced document export process to better preserve formatting.

Email deliverability documentation

• Troubleshooting Guide: Created comprehensive documentation for troubleshooting email deliverability issues.

• Configuration Guidelines: Detailed explanations of common email delivery problems and their solutions.

• Best Practices: Guidelines for email server configuration and security settings.

• Support Integration: Integrated into support knowledge base for easy access by users and support teams.

Major bug fixes

UI and usability improvements

• Deadline Scrolling: Fixed looping issue that occurred when scrolling through multiple deadlines.

• Customizable Columns: Resolved issue where some columns (Document Type, Agreement Category, Custom Properties) were missing from Customize Columns option.

• Filter Display: Fixed display issues in single/multi-select filters suggestion list.

• AI Button Formatting: Increased font size in AI teasing buttons from 12.25px to 14px for better readability.

Data and export fixes

• Export File Labels: Corrected export button label to properly show .XLSX instead of .XLS.

• PDF Export Fields: Fixed issue where placeholder text would incorrectly appear in exported PDFs when fields were unfilled.

• Cancel Export: Added ability to cancel CSV and XLSX exports while they're in progress.

AI and analytics improvements

• AI Date Extraction: Fixed issue where AI was incorrectly extracting dates from blank documents.

• Property Access Security: Resolved security issue where organization could potentially access custom properties from another organization.

Email reliability fixes

• Deadline Notifications: Fixed issues with deadline reminder email delivery.

• No-Reply Configuration: Implemented proper no-reply email address for system notifications.

Highlights

This release brings significant enhancements to Deadlines feature, improving user experience with better date filtering, navigation between tabs, and display of deadline information. Key improvements include refined deadline filtering capabilities, enhanced calendar and detail views, and fixes for deadline date display issues. Additionally, we've made improvements to document signing workflow and fixed several critical bugs.

New features

Deadline management enhancements

• Tab Navigation for Deadlines: Added tabs to Deadline views for better navigation, allowing users to easily switch between different deadline types.

• Improved Date Filtering: Added RadioGroup button to manage 90/180/custom date filtering options, making it easier to view relevant deadlines.

• Custom Date Range Filter: Enhanced custom date range filtering to provide more flexibility when viewing deadlines.

• Filter State Management: Improved management of tabs state in Deadlines Page to maintain consistent filtering experience.

Document signing improvements

• Word Plugin Enhancements: Updated buttons link and status in Word plugin for better integration.

• Agreement Route Parameters: Added query parameters to agreement route to support direct navigation to specific panels.

• Enhanced Components for Word Plugin: Created optimized components used in Word plugin to improve performance and compatibility.

System improvements

• Notification Services: Implemented notification services to provide users with important updates.

• Monitoring and Analytics: Implemented enhanced tracking and error monitoring for better system reliability.

• Organization Settings: Added additional settings to organizational preferences for more customization options.

Major bug fixes

Deadline display issues

• Effective Date Display: Fixed issue where documents without signature dates incorrectly displayed effective date as signature date.

• Calendar API Filtering: Improved calendar API filtering by deadline type for more accurate results.

• Date Format Consistency: Fixed custom filter to follow date format set in user preferences.

• Time Frame Updates: Corrected filters (90-day and 180-day) to properly update time frames relative to current day.

• Export Date Formatting: Fixed issue where "####" was displayed for deadline dates that were out of range in Excel exports.

Document management fixes

• AI Processing: Fixed issue where empty renewal return led to errors that could break lifecycle jobs.

• Word Online Compatibility: Improved compatibility with Word Online for document editing.

• Fields Management: Fixed parsing of fields during docx import and improved targeting of fields in next version.

• AI Performance: Resolved rate-limiting errors with AI integration services that were affecting document processing capabilities.

Highlights

This release introduces significant improvements to contract approval workflow, enhances document comparison functionality, and resolves critical bugs in e-signature. Updated dashboard now offers improved visibility into contract statuses and upcoming renewal deadlines.

New features

Enhanced contract approval workflow

• Multi-level Approval Routing: Now supports conditional logic based on contract value and type with automatic notifications and delegation capabilities.

• Comprehensive Audit Trails: Approval history is preserved with detailed audit trails including comments and modification tracking.

Advanced document comparison

• Side-by-side Comparison View: Enhanced tool provides more accurate and detailed insights into contract changes with highlighted differences between versions.

• Semantic Change Detection: Identifies substantive modifications beyond simple text differences.

• Export and Integration: Export options for comparison reports in PDF format with customizable detail levels and integrated commenting.

Dashboard improvements

• Enhanced Visualization: New contract status visualization with filterable views by department, value, and type.

• Renewal Calendar: Upcoming renewal calendar with configurable notification thresholds.

• Performance Metrics: Shows average contract cycle times with trend analysis and customizable dashboard widgets.

Major bug fixes

E-signature integration

• Template-based Contract Issues: Fixed issue where e-signature requests would occasionally fail to send when using template-based contracts.

• Search Index Synchronization: Resolved synchronization problem between contract repository and search index, ensuring all contracts are immediately searchable after creation.

Data and performance issues

• Import Validation: Fixed data validation errors that occurred when importing contracts with special characters in certain fields.

• Report Generation: Addressed performance degradation that occurred when generating reports with large datasets spanning multiple years.

• Accessibility: Corrected accessibility issues in contract viewer for screen reader compatibility.

Highlights

This release focuses on significant improvements to Intake functionality, with enhanced user permissions and interface refinements. We've fixed several critical UI/UX issues in Intake module to ensure smoother user experience after plan upgrades. Additionally, backend optimizations for recurrent clauses and UUID handling have been implemented to improve system performance and reliability.

New features

Intake module enhancements

• Team Manager Permissions: Improved rights management for team managers, ensuring proper access control for Intake requests.

• UI Framework Updates: Analyzed and improved UI framework to support future feature development.

Backend improvements

• UUID Functionality: Added UUID to Base62 conversion functions to improve unique identifier handling.

• Recurrent Clauses Analysis: Completed comprehensive analysis for optimizing recurrent clauses without end dates.

• Database Optimization: Explored denormalization of deadlines in database to improve query performance.

Major bug fixes

Intake module

• Plan Upgrade Issues: Fixed issue where End of Trial modal remained displayed over Intake requests list after plan upgrade.

• UI Visibility: Resolved horizontal scrollbar display and poor Intake menu visibility under heavy load in French-language interface.

• Badge Visibility: Corrected "New" badge visibility issues for eligible plans.

• Modal Behavior: Fixed cross button functionality that was not properly closing modals.

Calendar and date handling

• Date Selection: Fixed day box highlighting issue where incorrect dates were highlighted outside of current month/year.

User permissions

• Comment Editing: Resolved issue where users could edit their colleagues' comments in Intake module.

• Delete Functionality: Fixed Error 500 when clicking delete button on intake as Viewer.

Highlights

This release focused on significant improvements to Intake functionality, enhancing user experience through better notification systems, improved UI elements, and more efficient file handling. Notable updates include intake request management with new deletion capabilities, counter implementation, and improved "unread" status indicators.

New features

Intake request enhancements

• Delete Functionality: Added ability to remove intake requests with full API support.

• Unread Counter: Implemented counter for intake requests to help users track new items.

• Improved "Unread" Status Indication: Fixed display of "unread" status indicators with proper visual cues.

File management

• Improved File Name Handling: Enhanced truncation of file names to ensure better readability when attachments are added.

• Duplicate File Handling: Fixed issue where system incorrectly treated different files with same name as identical.

User experience improvements

• UI Enhancements: Multiple user interface improvements across platform.

• Form Functionality: Activated intake form feature for prospects.

Major bug fixes

Email notification settings

• Notification Respect: Fixed issue where email notifications were being sent even when toggles were disabled in settings notifications.

Export and linking issues

• Export Naming: Corrected shortened export name issue for SiFi Networks.

• Contract Linking: Fixed issue where some summaries linked to signed agreements did not have contract linked properly.