New feature released: A public link to a workflow ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here) also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here) Internal forms ideal for financial advisors or anyone who conducts internal […]
June 2025 release notes
Welcome to our June release notes In this release we worked hard on launching the first version of the Tasks module. Tasks Our tasks module is designed to help you assign tasks to both internal users and clients. It is currently turned off by default as we continue polishing the functionality. However, you can turn […]
May 2025 release notes are here
Welcome to our May release notes In this release we worked hard on improving workflows (those embedded in client portals and those used to sell services). Data can now flow between widgets, users can fill out forms faster, a quote can be electronically signed as well as paid for, and admins can manage workflow easier, […]
April 2025 release notes
Welcome to our April release notes It’s going to be short this time as in the last couple of weeks we focused on bug fixes and experimental products (more about those later) Signed forms – previously they were all just called “form name.pdf”. Now you can control what a signed form should be named. […]