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.