New feature

Updated the Smart Document icon to a new design, improving visual consistency and overall user interface clarity within the platform.

We have introduced Artificial Intelligence (AI) capabilities within Smart Documents, enabling users to create and improve document content directly inside the editor. With the new AI Assistant, users can generate content by simply providing a prompt. This feature can be used to quickly draft contracts, forms, agreements, and other types of documents, making the document …

New Feature: AI Integration in Smart Documents Read More »

Enhanced the Security Log to include the recipient email address when a form is shared using the Share by email option. Previously, the log only recorded the action as “Smart document link sent” without indicating the recipient. Now, the recipient email is stored and displayed in the log, improving traceability and audit capabilities.

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 …

New Feature — Data Management Improvements Read More »

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 …

New Feature – Add “WhatsApp Sign” Filter in Sign History Read More »

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, …

New Feature – Forms Permissions in User Roles Read More »

Added a new signing method that allows documents to be sent for signature via WhatsApp.Users can now trigger signature requests through WhatsApp, enabling recipients to receive and complete the signing process directly from that channel.

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.

Implemented a fully responsive design for the main Dashboard page.The layout now adapts correctly to desktop, tablet, and mobile devices, ensuring proper alignment, usability, and readability across different screen sizes.  

Renamed the module “Data Capture” to “Data Management” to better reflect its functionality and improve terminology consistency across the platform.   →