✨ New Features & Improvements
Fax
  • See Assigned Teams for Fax Numbers
    — When managing fax numbers, you can now easily see which teams are already assigned to them.
Documents & Workspaces
  • Assign Teams to Workspaces
    — Easily manage access and permissions by assigning entire teams to specific workspaces.
  • Customizable Document Columns (Basic)
    — Personalize your document view by choosing which basic columns are displayed in your workspace.
  • Customizable Document Columns (Fields)
    — Further customize your document view by adding specific field data as columns in your workspace.
  • Upload Signed Document Versions
    — You can now easily upload signed versions of documents directly to your workspace.
  • Document Print History
    — Document history now includes a record of when a document was printed, enhancing your audit trail.
  • Mark Documents as Done
    — Keep your workspace organized by marking documents as "done" once their tasks are complete.
Identity & Access
  • User Transfer Event Tracking
    — We now record user transfer events, providing a clearer audit trail for user management.
  • See Existing Team Members
    — When adding users to a team, you can now easily see who is already a member.
  • Improved Team Assignment Dropdown
    — A new dropdown filter makes it easier to search for and assign numbers to teams.
EHR
  • Category Field for eCW
    — You can now categorize fields specifically for eCW integrations.
  • Customize Picklist Fields with CSV
    — You can now easily customize picklist fields by uploading a CSV file.
Platform
  • Enhanced Webhook Error Logging
    — We now record response headers from failed webhook requests to help you troubleshoot issues more effectively.
Sign
  • Automatic Signed Document Upload
    — Signed documents are now automatically uploaded to your workspace, saving you a step.
🐛 Bug Fixes
Documents & Workspaces
  • Fixed an issue where the PDF viewer toolbar would flicker.
  • Fixed an issue where concurrent multi-file uploads would sometimes hang.
  • Fixed an issue where date fields would sometimes get stuck in an infinite save loop.