Some of this quarter's releases are highlighted in the Feature Release digest video for March-May 2021:
7/28/2021
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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
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
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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.
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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.