New feature

New Feature – FEA Signature API Improvements

Introduced several improvements to the FEA Signature API to simplify the signing process and allow FEA signatures to be created directly from signer information. The update includes: firstname, lastname1, and lastname2 are now required fields when using sign_method: “fea”. Added support for the rut field for FEA identity verification, using the format 11111111-1. contact / …

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New Feature – Informational Screen for FEA Identity Verification Transfer

Added a new informational screen to the FEA Advanced Identity Verification process before redirecting users to the external bank transfer page. The new screen clearly informs users that: A bank transfer is required to complete the FEA identity verification. The verification process is performed through Banco Security. The transferred amount will be refunded by Banco …

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New Feature – “Allow View All” User Profile Permission

Added a new user profile permission called “Allow View All” for Data Management. Users with this permission can view all Data Management records created by other users across the platform, regardless of who originally created them. In addition to viewing these records, authorized users can also edit the information with the same capabilities as the …

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Platform Updates – My Tickets, CSV Processing & Audit Trail

Several improvements have been introduced across the platform to enhance ticket management, large CSV processing, and audit traceability. My Tickets – Detailed View ImprovementsThe My Tickets detailed view has been improved to display dynamic user and contact information, providing clearer and more complete information when reviewing ticket details. CSV – Background Processing for Large FilesThe …

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New Feature – Multiple Filter Selections in Global Filter and Launch Workflow

Improved the filtering experience in Automations by adding support for multiple selections within the same filter in both Global Filter and Launch Workflow. Previously, selecting a value immediately applied the filter and refreshed the results, requiring users to reopen the filter each time they wanted to add another selection. Now, users can select multiple names …

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New Feature – Intelligent Document Editor UI & Navigation Improvements

Introduced several usability and interface improvements to the Intelligent Document editor to simplify document creation and field management. The update includes: Renamed “New smart document” to “New document”. Renamed “Field configuration” to “Edit field”. Moved the Delete action directly to the corresponding field row. Reorganized editor actions into two submenus: Home and Fields. In Home, …

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New Feature – GUID System Variable for Intelligent Documents

Added a new GUID system variable for Intelligent Documents. Users can now insert the {{GUID}} variable into document templates, and it will automatically be replaced with the Document ID (GUID) when the document is generated. This enables document identification, integrations, auditing, and external reference workflows by embedding the unique document identifier directly into the generated …

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