Release 24 — Snippets you can edit mid-flight
New
- Snippet editing inside automations. Adjust a snippet while a document is being generated — and the edit survives a replay.
- “My operations” view. Your own work, filtered out of the firm-wide board.
- Per-document clause visibility. Hide a clause from one document without removing it from the operation, with a visible omitted marker.
- Granular convocation states on the tracking board. See exactly where each convocation stands, not just “sent / not sent”.
- Excel export for organization billing documents.
- A “Billed to” filter on the organization invoicing tab.
Improved
- Adding a company past your plan’s seat limit now explains the limit instead of failing.
- Guichet Unique case fetching can be disabled per account.
- Deferred signature sending gains a date-based option, and the date is clearable.
- Company archiving is scoped to the organization, and remaining access is revoked.
- Workspaces and organizations can no longer be left without an owner.
- Pending invitations are visible in the admin spaces view.
- Fixed a desynchronization between e-signature participants and their fields.
- Custom template navigation is now instant.
- Windows users can insert a non-breaking space in the editor.
