This release focuses on platform flexibility, security enhancements, and improved user workflows, including updates to Address handling, Intermediary Portal capabilities, authentication, and Data Integrations.
This release introduces PandaDoc as a new e-signature provider and updates the overall e-signature architecture to be provider-agnostic. This gives you more flexibility in managing document signing workflows and reduces dependency on a single provider.
This release introduces a flexible Custom Field Validation system, allowing you to define frontend validation rules for variables across profiles, application views, and portal pages. The update also includes minor UI consistency fixes and backend optimizations for improved stability and performance.
This release introduces multi-file upload capabilities across the platform, allowing users to upload several files at once in documents, tasks, emails, and secure upload pages. The update also includes improvements to upload performance, file validation, progress visibility, and overall system stability.
This release introduces AI Agent automation capabilities, HTML document templates, enhancements to Data Integration file retrieval, and overall usability improvements.
This release introduces Champion-Challenger testing for decisioning workflows, along with major usability improvements to Table Variables and an expanded Marketplace featuring a new Data Integration template.
This release introduces improvements to document collection workflows, along with performance improvements to the DigiFi AI Agent, internal enhancements and minor fixes to improve overall platform stability.
This release introduces usability improvements to text variables and formulas and expands Marketplace integrations across loan servicing and banking data. It also includes minor bug fixes and UI improvements.
We've released a major update to the Communications Suite, including the ability to send text messages and manually log emails, text messages, and phone calls. There have also been updates to how communications are tracked in applications, among other improvements.
We have improved the Amortization Table module in Decision Strategies by adding new rounding options within Calculation Settings. In addition, this release includes several minor bug fixes and UI improvements.
