Release 12 — Your templates, your brand
New
- Custom templates at organization level. Derive one from any base template, edit it, and use it in every draft.
- Your logo on the platform, and on your exported documents. White-label toggle for organizations.
- An onboarding progress checklist.
- Guichet Unique on the organization and workspace dashboards.
- Resolution suggestions — compensation, continuation, reconstitution, associates information — proposed automatically.
- Separate date and time inputs for meetings.
Improved
- Bulk clause insertion and drag-to-reorder in the clause list.
- Review events now generate notifications, and reviewers can subscribe.
- A preview popover of the commented text in the comments sidebar.
- Annual account filing is enhanced end to end.
- Automations render in a fullscreen dialog; template and automation navigation is reworked.
- Multiline string fields in automation forms.
- Base templates that are referenced can no longer be deleted.