Check Out What's New

The main feature coming from November is bulk actions. This is a major workflow enhancement, especially for those who have large amounts of parties, projects or documents. 

New Features

Bulk Actions

Quality of Life Improvements

Bug fixes

Performance Updates

Bulk Actions

Before this update it would have been difficult to make a change to all of your parties, projects or documents at once. Previously you could make a change to all of those visible on the page but this would limit you to 60, which is the maximum we allow to load on one page.

With this update you're able to make a selection to all of your parties, projects or documents and make a single change to them all. These actions include adding or removing parties to projects, amending tags and marking documents as reviewed. See the full list and how to do this here.

Bug Fixes 

• The incorrect use of curly brackets would prevent special characters from being preserved in the subject of emails
• Requirements could show incorrect compliance status or incorrect data type in the doc review page

Performance Updates

• Enhancements to the integrations tracking and analytics tools for better early detection of issues