Release 14 — The operations dashboard

New

  • The operations dashboard. Every operation across your portfolio, on one board, with filters and priorities.
  • PDF split. Cut a multi-document scan into properly typed, properly filed documents.
  • Onboarding V2 with automatic document separation.
  • Expressions on conditions, and a reworked variable creation interface.
  • A representative role option, with a filter for mandate-holder selection.

Improved

  • A free-trial expiry reminder banner.
  • Custom templates gain variable synchronization and constraint definitions.
  • Status chips on the operations list.
  • The certificate verification page is improved.
  • Review activity gains event icons and a comment popup menu.
  • A new account option for result allocation.
  • Superadmins can preview draft operations on production.