This release introduces reusable Communication and Task Templates to improve consistency, scalability, and maintainability across automation and application workflows. It also includes important enhancements to task management and the task views, along with improvements to communication workflows and platform stability.

Release Details

Communication Templates

This update introduces reusable Email and Text Message Templates, replacing fragmented action-based messaging with a centralized template system.

Previously, email and SMS content was defined separately inside automated workflows and application actions, leading to duplication and inconsistent messaging across the platform.

With this release, communication content can now be created, managed, and reused as templates in Lending Setup > Basic Setup > Communication Templates and applied across Automation Builder and Application-level communications.

Key Capabilities

You can now:

Create reusable Email and Text Message templates in Lending Setup
Define standard email and text message content and configuration
Use application variables inside templates
Search, edit, duplicate, archive, and manage templates in a centralized view

Template Configuration

Templates define the content and configuration used when sending communications.

Email Templates

Email templates define the structure and content of outgoing emails:

Subject and rich text body (with variables support)
Attachments by label
Button configuration

The email editor now automatically expands based on content, improving readability and editing experience across templates and communication actions.

Text Message Templates

Text message templates define reusable SMS content:

SMS message body
Variable support for dynamic content

Where Templates Are Available

Communication templates can now be used in:

Automation Builder > Automation > Actions > Communications
Application > Communications > Send Email / Send Text Message actions

Manual Communication (Application-level)

When sending communication from the application:

Users can choose between creating a new message or using a template
Selecting a template pre-fills all configured content
Content can still be edited before sending
Any changes do not affect the original template

Email Address and Phone Number variables in Application Details and Profiles now include quick actions on hover:

Copy value
Send Email / Send Text Message (Application Details only)

Automation Builder

When configuring automated communication actions:

Users select an existing Email or Text Message template
Recipients and delivery conditions are configured separately in the action
The selected template defines the message content
No manual message composition is required inside the workflow step

When selecting “Send this document in an email after it is generated” in the Generate Document action, email configuration is also replaced with a template selector.

Task Templates

This release also introduces reusable Task Templates and a redesigned Task Details experience, improving how tasks are created, managed, and executed across the platform.

Previously, tasks created via automation were configured independently, making reuse and standardization difficult. This update introduces structured templates and a more powerful task execution interface.

With this release, task configuration can now be created, managed, and reused as templates in Lending Setup > Basic Setup > Task Templates, and applied across Automation Builder and Application-level task creation.

Centralized Task Management

You can now:

Create reusable Task Templates in Lending Setup
Define task structure once and reuse across workflows
Edit, duplicate, archive, and manage templates in a unified table view

Template Configuration

Task templates include:

Task title and instructions
Labels and due date logic
Status blocking conditions
Variable configuration, now managed exclusively through templates to ensure consistency and reuse

Where Templates Are Available

Task templates can now be used in:

Automation Builder > Automation > Actions > Create Task
Application > Tasks > Create Task

Manual Task Creation

When creating a task:

Users can choose between New Task or Use Task Template
Selecting a template auto-populates all task configuration
Task is created immediately from the template structure and remains fully editable afterward

Automation Builder

When configuring automated task actions:

Users select an existing Task Template
Assignees and execution conditions are configured separately in the action
The selected template defines the task structure
No manual task composition is required inside the workflow step

Task Details Improvements

Task Details has been redesigned into a full contextual workspace with improved usability and structure.

Key Enhancements

Collapsible sections (Instructions, Data, Documents, Comments)
Expanded overview block with quick editing capabilities
Inline editing for:
- Instructions (no modal required)
- Task data/variables
Improved document handling with tile-based previews
Split view mode for documents and task editing side-by-side

Document Enhancements

Upload and link documents directly within tasks
Scrollable document preview when exceeding visible limit
Open documents in split view mode

Migration & Compatibility Notice

To ensure a seamless transition, existing automation configurations have been automatically migrated to the new Communication and Task Templates.

Communication Actions

Send Email and Text Message actions in the Automation Builder have been automatically converted into Communication Templates
Templates are named sequentially by the migration (e.g. “Email Template 1”, “Text Message Template 1”), however they can be renamed
All existing workflows now reference the newly created templates

Task Actions

Create Task actions in the Automation Builder have been migrated into Task Templates
Templates are automatically generated and linked to existing configurations

No Action Required

All migrations are fully automated. No manual updates are required from your side.

Webhooks: Task Comment Events

Task comment-related events have been added to DigiFi Webhooks, allowing external systems to react to task comment activity in real time and track comment creation, updates, and deletions.

New webhook events:

taskComment.created – triggered when a task comment is added
taskComment.updated – triggered when an existing task comment is modified
taskComment.deleted – triggered when a task comment is removed

For more details, see the DigiFi Webhooks Documentation.

Changelog