Release 23 — Make the home page yours
New
- Customizable home page. A widget grid you arrange yourself — company search, creation drafts, whatever you actually use.
- Deferred signature sending. Prepare a signature now, let it go out later.
- Snippets in templates and clauses. Reusable text fragments, composed into any document.
- A distinct colour per security class across the cap table and charts.
- Observers on convocation signatures, and convocation signature cancellation.
- PDF and Word exports for workspace lists.
Improved
- Clients are notified when an operation completes, with the company name prominent and clickable.
- Share ledger anchoring is blocked during the free trial (and says so).
- Customize your default avatar initials and colour.
- Open tabs refresh themselves when a new version of Alex ships.
- Quotes can now use automatic VAT; invoice detail regains its mark-as-paid action.
- Decision registers gain date sorting and visual diffs of every change.
- The AI agent generates spreadsheets and Word reports, previewed in the chat.
- The operation hub header becomes a single three-zone band.
- Mandate end dates can be cleared and stay cleared.