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Release Notes | April 25 — May 31, 2024
2
KD
Kait Dekker
Posted on June 7

Administration


Forms

  • Multi-file for File Upload Fields 

  • Date/Time field can now show Calendar View or Dropdown view

  • Defect fixes:

    • V4 Added query string to suppress Auto-Focus on iFrame embed

    • V4 When a checkbox had a default value remove the need for a double click

    • V4 Fixed Discount Codes bug

    • V4 Updated ADA Compliance on Date Field

    • Fix Google Drive Integration issue with Notification Emails


Documents

  • Sorting and filtering

  • AI Template Creation will now offer customers a new pathway for creating a document template. This release will allow customers to enter prompts (i.e a description of what they would like included in their document template) to effortlessly generate the template using AI.

    • Currently available for NEW Documents trials/customers 

    • In late June rollout to existing customers with the option to toggle the AI assistant on/off.

  • Updated API to return account merge usage stats

  • Made data route rule titles editable

  • Added descriptions to document & route deliveries

  • Defect fixes:

    • Accounts created in Advanced Mode Builder should NOT be converted to any other type unless the user expressly states it

    • Allow users to open templates/folders in the new tab in new Documents tab


Workflows

  • Quick Documents generation delivery toggle

  • Step & End of Workflow submission message customization

  • Help Site for Workflows has updated search and filtering capabilities

  • AWS AI services implementation

  • Support Radio Button mapping from/to Forms for Salesforce

  • Delivery toggle for document generation

  • Phoenix-based Rich Text Editor

  • Defect fixes:

    • Fix for Step Deletion Mappings

    • Fix for Sign pop-up


Forms for Salesforce

  • Invalid payment field message added for Native payment for classic

  • Enhanced performance with async method implementation in our Form Engine

  • Updated our WAF so the App access isn’t available to the following countries:

    • Russia (RU)

    • Cuba (CU)

    • Iran, Islamic Republic of (IR)

    • Syrian Arab Republic (SY)

    • North Korea (KP)

  • Frontend development for Hybrid Payment

  • Update Phoenix to latest version

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