Here's the latest updates for March 2024

Scheduled Reports and Tailored Views  

Information, where you want it.

Last month, we introduced custom views. Now, we've made accessing these views even simpler—directly from the side menu and through quick access shortcuts (Cmd+K/Ctrl+K).

Here's something huge! 

Now, you can receive these custom views in your inbox as Scheduled Reports. Choose the delivery frequency that works best for you—daily, weekly, every two weeks, or monthly. Each report provides quick links directly to the contracts you're interested in, based on your custom views.

Don’t miss our Interactive Demo for an in-depth look at these updates

Get, set, Sign!

Less loops, still secure!
Got contracts to sign?

We have reduced the steps and made it much simpler, no matter the starting point—Slack, email, grid, or task centre—signatories can start signing instantly.

Clickthrough, on your Custom Domain

Policies, uniquely yours!
Personalize your clickthrough agreements with a custom domain name that truly represents your business. 

Other stuff we have improved:

Better Activity Logs

Tracking all user actions
‍We've upgraded the Activity Log for enhanced monitoring of actions such as additions, deletions, and updates of approvers, receivers, and signatories, ensuring clear and thorough tracking of user activities.

‍Clearer Approval Summary

Approval clarity, no guesses
Discover exactly what approvals are needed, who is responsible for giving the nod, the rationale behind each approval, and the specific conditions that initiate the approval process.

Set, Control and Go! 

Manage Counterparty permissions
Control who can add, edit, or archive counterparties in your workspace ensuring better control and security. 

Responses, right in your Inbox

Notifications for counterparty reply
‍Now, when counterparties reply to contract review emails, the business user are alerted via the email thread. This will eliminate the gap where they had to check the activity log for replies.

Test easy, move forward

‘Test Questionnaire’ more easily
Ensure proper template setup with the new "Test Questionnaire" button, now available on the "Upload Template Document" page of the Workflow Manager.