New Features

• Guest access verification code - Optional verification code when guests join an agreement to strengthen access validation while keeping the join flow simple.

Improvements

• Clearer version history summaries - Updated the version history panel to present changes more clearly for faster review.

• **Horizon** Entity metadata and search foundation - Added backend services for entity metadata and filtered search to support future user-facing management and discovery features.

Bug Fixes

• Bulk upload filenames with dots - Corrected path handling so filenames containing dots before the extension are preserved during bulk upload.

• Stability of smart field edits - Addressed intermittent instability affecting automated checks for smart field editing.

• Trashed document permissions - Aligned admin oversight and viewer permissions for trashed documents to match expected behavior.

• Link-document search error - Fixed an error that could occur when searching within the link-document modal.

• Intake stats when disabled - Adjusted intake statistics behavior for organizations that do not use intake.

• Update from summary link - Ensured users with the right permissions can update the selected agreement from the summary link.

• Role settings description - Corrected description text to reflect current behavior.

• Rename on tablet view - Fixed an issue where the rename action did not open the modal on tablet-sized displays.

• OCR alerting reliability - Improved alerting so OCR processing issues surface more consistently.

• Viewer with admin access - Corrected viewer behavior for users with administrative privileges.

• Organization deletion cleanup - Ensured deleted entities are fully cleared during organization deletion to avoid follow-on errors.

• Webhook retry handling - Improved retry behavior in the integrations service to reduce delivery failures.

• Various performance & security improvements