Q2 2021 Release Notes

Some of this quarter's releases are highlighted in the Feature Release digest video for March-May 2021:

7/28/2021 

• Ability to Export and Import Workflow Designs between Demo and Production

7/22/2021

• File Type Support in Repository
  • (PDF, .DOC, .DOCX, .XLS, .XLSX, EML, .tif, .jpg, .png, .jpeg, .msg, .txt, .ppt)
  • these file types will not render in the document viewer, aside from PDF
• Push Documents as Salesforce Files for Workflow Sync
• Counterparty Collaboration Features
  • Introducing new capabilities that make it easier for your team to collaborate with counterparties.

7/4/2021 

• Workflow Metadata included in Process Metrics Report 

   

7/1/2021

• Multiple Document on Workflow Designer
• Approval Reasons
  • Wondering why your approval or someone else’s approval is necessary? Now, when you hover over a conditional approval on the Review Step, a tooltip will explain why the approval is being requested, based on the condition in Workflow Designer.

6/16/2021 

• Automatically Submit When Launching From Salesforce 

  • If your company has Workflow Launch configured from Salesforce, users will no longer be required to press Submit on the Launch Form. The workflow will automatically submit. 

• Rename Workflow Designer Fields with Capitalization of the same word

  • You are now able to rename your fields in WFD with different capitalizations of the same word. Use this to keep your naming conventions consistent — e.g. rename “governing law” to “Governing law”.

6/2/2021

• Updated Field Tag Menu in Workflow Designer
  • Field Attribute Tags in your Workflow Designer template can now be replaced, formatted, or removed by hovering over the tags within the document.

• Company Admin Settings Page - Track Change Default Setting
  • Under Company Settings > Settings > Turn on or off track changes for Editor here. By default, this will beon.

5/26/2021

• Allow Company Admins to Invite New Users via Activity Feed
• Select Signature Coordinators and Archivers from User Dropdown in Launch Form
• Push Documents as Salesforce File via Record Sync Configuration
• Adjustable Column Widths in Repository 
  • Hover and drag to extend or reduce a column in your Repository view.

5/19/2021

• Copy a Form Question in Workflow Designer
• Select Approvers from User Dropdown in Launch Form
• View Full Email Threads from An Activity Feed in a New Tab

5/12/2021

• Disabled Fields on Workflow Designer
• Select Signer Assignees from User List on Workflow Designer
• Table Rendering Enhancements on Ironclad Editor
• Forms UI Enhancements
  • Slight enhancements were made to font colors, spacing, and styling to help improve readability and usage.