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.
