October 2025 release notes

FactFind forms - internal sections

New feature released:

  1. A public link to a workflow
    1. ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here)
    2. also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here)
  2. Internal forms
    1. ideal for financial advisors or anyone who conducts internal client assessments before taking on new business (read a full blogpost here)
  3. Two way secure messaging
    1. Ditch WhatsApp when talking to clients – use our revamped two-way secure messaging system available inside client portals (read a full blogpost here)
  4. We are also improving user interface:
    1. Users with access to portal ‘access forms’ will now see them in…. Portals rather than Documents
    2. Self-signup user flows have a new improved look and feel
  5. Bug fixes
    1. As usual – most are related to the point above (as we improve things, we sometimes break things – apologise for that)