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.