New feature

New Feature — Data Management Improvements

The Data Management module has been enhanced to improve document tracking, filtering, and data visibility. Advanced Filters A new filtering section allows users to easily locate records using multiple criteria, including: Smart document Start date / End date Request status Entity type Category File name Description Request compliance Comment These filters help users quickly find …

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New Feature – Add “WhatsApp Sign” Filter in Sign History

Added a new “WhatsApp Sign” option to the Sign method filter in Profile → Contracted products → Sign history. Users can now filter and view signature records generated through WhatsApp Sign, just like other signature methods. The filter works consistently with the existing table, summary counters, and export functionality. Key improvements: WhatsApp Sign added to …

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New Feature – Forms Permissions in User Roles

Added a new Forms permission group in User Roles to control access and actions within the Forms module. The new permission group includes: Create Forms Share Forms Edit Forms Delete Forms These permissions allow granular control over form management actions. Buttons and actions within the Forms module now respect the assigned role permissions (e.g., Create, …

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New Feature – Automatic Signing Activation from CSV Automation and Folder Structure

Added the ability to activate Automatic Signing directly from: CSV Automation → Folder Structure configuration A new button has been added to allow users to explicitly enable Automatic Signing when creating or configuring folders.This provides greater control and flexibility over signing behavior without requiring additional configuration steps afterward.

New Feature – “ADP eXpert” Category in Smart Document Forms

Added a new “ADP eXpert” category inside the Smart Document → Edit Form module.This new tab replicates the existing ADP eXpert configuration from Automation → CSV, allowing Smart Document forms to be sent to ADP eXpert in the same way as CSV workflows. The new category includes: The same fixed fields as in CSV The …

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