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.