New feature

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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