Shield Development
6 months ago by Andrew Mayer
Development for Shield is approaching the beta phase.
Various Updates
over 1 year ago by Andrew Mayer
- Updates to the permissions and default roles
- Performance updates
- Updates to the user and role settings page
- Enhanced document tracking
Docusign & Salesforce Integration
over 1 year ago by Andrew Mayer
- Sending files back to Salesforce
- Docusign integration for HTML, DOCX, PDF templates
- small home page design update
- dashboard update
API Update
almost 2 years ago by Andrew Mayer
API update. We are splitting up Renders and Documents. Renders represent a document generation flow and Documents represent the actual document. Our API has been massively updated to reflect this change. Our old routes will be supported through Feb 17th
Template Destinations
almost 2 years ago by Andrew Mayer
Customers can define what 3rd party services to send documents to with clicks. Inkit Storage and Sepire Mail are the inaugural services, with many more planned in the future.
Template Versioning Added
about 2 years ago by Andrew Mayer
Template version history is now visible. By clicking "Version History" on a selected template you can now see a timeline of updates to your template. Old versions can be marked as the active version. New versions can be created from older versions