Changelog

Recent updates and improvements to Docfield.
Feb 29, 2024

Improvements & fixes

  • Enhanced the calendar component with a year selection, enabling easier date selection;
  • Upgraded invitation emails by including the inviter's name, personalizing the invitation and improving the recipient's engagement;
  • Optional appendixes in templates and documents now have an “Optional” label next to their title, making it easier to understand that they are not required;
  • Documents generated from HubSpot are named automatically, reducing the number of actions required to finish the job;
  • Added support of date values in HubSpot integration;
  • Addressed and resolved various bugs to ensure smoother operations and enhance overall platform stability and performance.

Feb 20, 2024

Private comments

Docfield has introduced an exciting update to enhance collaboration and privacy in your templates and documents. With our latest feature:

  • you can now choose between making your comments 'Public' or 'Private' when adding them;
  • only your team owners or members with editing permissions can view and respond to private comments. Guest users and members without editing rights cannot access these private discussions, ensuring your sensitive conversations remain confidential.

German language

We're excited to announce that Docfield is now available in German! This update is part of our commitment to making our app more accessible and user-friendly for German-speaking users.

You can change the language on your profile page and enjoy a seamless experience in your native language with all the features you love!

Improvements & fixes

  • The 'Programme' selector in document properties now displays the associated ISAT code, making identification easier and more intuitive;
  • We've improved the colour accessibility of Workflow step labels to ensure better visibility and readability for all users;
  • Adding users is now more efficient with the ability to paste multiple email addresses simultaneously;
  • Pasting text from MS Word into your documents? We've got you covered. We now discard colour styles from the original text to maintain your document's formatting consistency;
  • We've also addressed various bugs to enhance performance and user experience.
Feb 9, 2024

Docfield x HubSpot Integration

Automatically populate your documents directly from the HubSpot Deal screen with Deal and Company properties. Streamline your automation workflow and improve compliance with our latest integration update.

Assign document signers via the Docfield API

Our new API endpoint enables you to assign document signers effortlessly and set up sequential signing rules directly through external tools such as HubSpot, Agilepoint, etc.

Simplify your contract generation flow by updating the list of signers from your preferred platforms, automating your processes more efficiently than ever.

Improvements & fixes

  • Enhance your dashboard and email branding by updating your Workspace logo directly from the settings. Personalize your interface with just a few clicks;
  • We've also squashed various bugs to ensure a smoother experience across our platform.

Jan 12, 2024

Improvements & fixes

  • Retained visibility of actions by deleted users for comprehensive activity tracking;
  • Enhanced the Users page with sorting by name and last active time for streamlined user management;
  • Refined text pasting from Google Docs to prevent default bold formatting, enhancing template editing during onboarding;
  • Enabled usage of intervals and date strings with dates in formulas for full-scale date calculations;
  • Added option to omit 'Page:' text for page numbering, aligning with diverse brand guidelines;
  • Optimized folder deletion behavior for smoother, error-free file management;
  • Upgraded the Share modal with a clearer display of owners for easier collaboration;
  • Improved conditional logic tooltip readability in the template editor, ensuring better user comprehension;
  • Smart field value updates are now logged in the document activity, ensuring full traceability;
  • Implemented various bug fixes for improved system reliability and user experience.
Dec 14, 2023

Quick and Easy In-Document Search

  • Initiate search: Click the 'Search' icon in the document's navigation bar or use the quick keyboard shortcut: Cmd+F for Mac users, Ctrl+F for Windows.
  • Versatile search capability: Effortlessly search through text blocks, headings, and smart field names within your document.
  • Efficient navigation: The search feature instantly guides you to the exact blocks where your query terms are found, streamlining your document navigation experience.

Sequential Signing

  • Activate sequential signing: Directly in your contract, locate and select the "Set signing order" checkbox just below the list of signers to initiate.
  • Customize the signing sequence: Easily specify the exact order in which signers should sign and determine the sequence for sending reminder notifications.

Improvements & fixes

  • Introduced the ability to perform mathematical operations with dates and numbers in formulas;
  • Upgraded date formatting in formulas for unification and correct display;
  • Changed the formula icon based on user feedback for better recognition and usability;
  • Expanded the clickable area for choice-type smart fields, enhancing user interaction;
  • Now you can filter and locate documents based on the selected Programme;
  • Added a helpful tooltip to the Title input in user profiles for clear understanding;
  • Various bugs were solved.

Nov 28, 2023

Formulas 2.0

What's new:

  • Introducing a new smart field type: Formula;
  • Automate numeric and date calculations or craft intricate conditional formulas effortlessly;
  • The formula input also offers convenient auto-suggestions for other smart fields, operators, and functions.

Document Import 3.0

What's new:

  • Simplified logic: It’s much simpler than before.
  • Improved predictability: No more uncertainties—get more accurate results every time.
  • Faster processing and new UI: Enjoy quicker import times and a snappier interface.

API Requests Log

Workspace owners can monitor the most recent API requests by accessing the /requests_log URL in their environment, facilitating debugging and enhancing overall visibility.

Nov 17, 2023

Improvements & fixes

  • Extended user inactivity time criteria from 6 to 12 months, enhancing account management;
  • Implemented an updated UI for seamless customization of the front page background;
  • Updated the UI and refactored smart fields for improved functionality and proper rendering;
  • Optimized the user profile page by segregating access levels into separate tables for templates and documents;
  • Resolved multiple software bugs for improved product stability.
Nov 02, 2023

Number and dates formatting

New workspace settings page where you can choose:

  • between European and American formatting of dates in your documents;
  • between commas and points as thousands or decimal separators in any numeric value;
  • all the changes made to formatting on this page are immediately reflected in any template or document.

Improvements & fixes

  • It is now possible to manage user access from the profile page, which makes it more comprehensible for owners to manage users;
  • You can configure which user type can submit a support ticket;
  • Frontpage blocks have a transparent background, making it easier to match the text styling with the page background;
  • Optional blocks in the template editor also have grey borders to match with their appearance in the documents;
  • Document blocks that no longer require any action have a green border to mark that these parts of a document are complete, providing a better overview of the progress;
  • The document completion counter counts every smart field once, making the number of uncompleted items more accurate;
  • Users can search for automatic fields in Dutch, which is just handy when the language of the app is set to Dutch;
  • The smart fields in the document annotated PDF are now highlighted with a blue border, making them stand out for external document reviewers;
  • A new date picker component was introduced, which allows for date format customisation and provides a better user experience;
  • Various bugs were solved.

Oct 10, 2023

Private templates and documents

You can create templates and documents that are only accessible to you. With all the features available, it's a great way to experiment with new ideas and test out new improvements.

Improvements & fixes

  • Improved the UX with the breadcrumbs making it easier to navigate;
  • Comment counters in templates and documents are now counting active threads, not replies;
  • The folder is now displayed in the navbar in the template editor;
  • The saving of a smart field is now visualised with a spinner to provide more accurate feedback;
  • Significant bug fixes have been implemented.
Sep 14, 2023

Improvements & fixes

  • Smart fields and appendixes are optimised for read-only users;
  • Smart fields are now supported in the block and the template history views;
  • It is now possible to select multiple users and delete them in batch;
  • You can filter published documents based on their language;
  • The UI of the blocks in the template editor was optimised;
  • The borders in both template and document blocks and a block description all got a new, fresh look;
  • Various bugs were solved.

Aug 2, 2023

Signing reminders

What’s new:

  • When moving your contract to the signing step, you can enable automatic signing reminders;
  • Any signer that hasn’t signed it yet will receive a reminder e-mail at 9:00 on the 3rd, 7th and 14th day after the invitation;
  • If you choose not to enable automatic reminders, you can always send a reminder manually;
  • The contracts that were in the signing step before this release have only manual reminders available.
Jul 31, 2023

English language added to the Public Reader

What’s new:

  • On the Public reader page, there is a language switcher located in the top right corner.
  • Every piece of text is automatically translated to the selected locale;
  • You can fill in the page title and description for both languages from the publication settings;
  • Published documents are also filtered to match the selected language.

Improvements & fixes

  • You now can see the user title when you hover over anyone's name in the comments;
  • A click on a smart field in an editable block in the document editor now opens the sidebar with this smart field visible within the viewport and focused;
  • Smart fields and internal links are correctly and fully displayed in PDF exports;
  • Bug fixes have been implemented.
Jul 24, 2023

Highlighted document comments

We are pleased to announce that we have improved our comments feature in the document editor.

When you select a text in an editable text block, we will highlight it and attach it to the relevant comment. You can easily see which comments are associated with specific text, making it easier to keep track of feedback and collaborate with your team.

Improvements & fixes

  • You can now refer to the creation date and author of a template or document using new automatic fields.
  • Email and number smart fields now have inline validation of their values. This ensures that you are aware of any errors even before you finish typing.
  • We have reduced the number of decimals in calculated fields to 3, providing a clearer look for your documents.
  • Each user profile now includes a new field: "Title," which is pre-filled with the name of the user's role in the process. Any owner can modify this field.
  • Various bugs were solved.
Jul 14, 2023

Agilepont integration

Docfield now has its own API, allowing users to request a list of templates, generate documents based on external data connected with smart fields, and update workflow steps.

The API we developed has allowed for seamless integration between our application and Agilepoint, a comprehensive process automation software.

Hyperlink smart fields

We are pleased to introduce a new type of smart field - the hyperlink. When creating a new smart or meta field or editing an existing one, you can now select this type.

This new type enables you to seamlessly integrate hyperlinks into your document by using a URL as its value or a URL combined with a link title.

In PDF exports or published documents, these smart fields will appear as normal links.

Improvements & fixes

  • The floating help button has been replaced with an icon button in the navbar to avoid interrupting the UI;
  • Truncated values of automatic fields are now visible in the tooltip while hovering over them;
  • The delete button for a smart field is now always displayed and indicates the reason why the smart field cannot be deleted (if applicable);
  • The messages above the attachment preview have a new look and improved wording;
  • Various bugs have been fixed.
Jul 07, 2023

Improvements & fixes

  • Educational users can centrally manage the list of their academies;
  • Documents and programs can now be connected to multiple academies;
  • Various bugs have been fixed.


Jun 13, 2023

Improvements & fixes

  • Smart fields and internal links can now be created with spaces in their names;
  • The default operator for conditional logic rules has changed from 'AND' to 'OR';
  • The static signature block feature has been removed;
  • Various bugs were solved.
May 23, 2023

Meta Fields

What’s new:

  • The template’s smart field sidebar has undergone many UX improvements, which you probably won’t notice (but that’s the whole point!);
  • In the template editor, you can create smart fields from the template sidebar;
  • In the template editor, you can now create meta fields;
  • These new meta fields do not have to be present in the contents of templates or documents, but they can still be part of the conditional logic rules and data export;
  • In the document editor, a new sidebar has been introduced. It allows our users to fill in all of their smart and meta fields without navigating through the contents.

Smart fields in editable blocks

What’s new:

  • In the template editor, you can insert a smart field directly into an editable block;
  • In the document editor, you can place an existing smart field into an editable block;
  • In the document editor, clicking on a smart field within editable blocks opens a sidebar that allows you to enter a value.

Improvements & fixes

  • Comments are turned on by default in the document editor, making links from notification emails work again;
  • Loooong automatic field values are truncated to ensure the document editor UI is not breaking;
  • Based on customer feedback, we have improved the display of smart fields on read-only steps in documents;
  • The impersonation feature has been completely removed from the app and can now only be accessed from the admin dashboard;
  • Significant bug fixes have been implemented.
May 08, 2023

Bulk Block Approval

What's new:

  • If all the blocks in a section meet the approval criteria, users have the option to approve them all with just one click;
  • If necessary, users have the ability to reopen the entire section.

Improvements & fixes

  • The template editor now allows you to save empty blocks;
  • We have fully migrated (99,9%) to the new Docoli toaster component and moved all of them to the bottom right corner of the screen;
  • Improved the tooltips for smart fields based on user feedback;
  • We fixed a few bugs and removed some unused code.
May 01, 2023

Improvements & fixes

  • The page number is now displayed on the same line as the text in page headers or footers when aligned left or right;
  • Following recent performance improvements, the comments display has been enabled by default in the template editor;
  • When documents or templates are moved to a new folder, the modified time will no longer be affected;
  • We have made several improvements by fixing various bugs.
Apr 20, 2023

The new template navbar

What's new:

  • the left sidebar scroll behaviour was improved a lot;
  • the number of connected documents is now displayed next to the template’s name;
  • the CK editor toolbar is now integrated into the navbar;
  • and a lot of other small improvements.
Apr 19, 2023
higlighted-comments

Updated template comments

When you select a text in a text block, we will keep it highlighted and attach it to the relevant comment. You can easily see which comments are associated with specific text, making it easier to keep track of feedback and collaborate with your team.

sf-headings

Smart Fields in headings and frontpage

We're excited to announce that a smart field can now be included in static blocks on a front page and in static heading blocks.

Improvements & fixes

  • The “All Templates” page now lists each template’s folder, making it easier to locate a template;
  • Once a template is deleted, its name can be reused;
  • Page titles and new “tab” icons have been introduced for documents and templates, making it easy to navigate between multiple tabs;
  • In the document folders, the column listing the parent template for each document has been moved to the far right to avoid confusion between documents and templates for new users;
  • A new block displaying contracts that require the user’s signature is now displayed on top of the dashboard page so that busy users never miss a required action;
  • The signers block is now displayed in every section of a contract, allowing users to configure signers without navigating to Section 1;
  • A new default state for the signature block is editable instead of static.
Apr 03, 2023

Handwritten signature

What’s new:

  • signatures are blue instead of black;
  • you can choose between typing or drawing the signature;
  • you can re-use previously used signature.
Mar 16, 2023
smart-fields-20

Smart Fields 2.0

The new and improved smart fields are here! Not only do they look better, but they also make your experience smoother and easier.

  • Set a default value for a smart field in a template;
  • Use formulas to automatically calculate numeric values for smart fields;
  • Document writers will find it a breeze to fill in a smart field - the whole process happens inline, inside a block.
internal-links

Internal Links 2.0

We have made some amazing improvements to our internal links functionality.

  • When inserting an internal link, you can now customise the text displayed in the document (link name).
  • Besides, it is made possible to keep the link name and the referenced heading always in sync.
Jan 23, 2023
temp-history

Template history

You can now view the history of changes made in your templates.

To access the template history feature, simply click on the History button in the toolbar when viewing a template. From there, you can view a list of all the versions containing changes to your headings, blocks, and contents.

appendix

Appendices in contracts

We are happy to announce that now you can attach PDFs as appendixes in contracts.

Nov 21, 2022
2022-11-17-14-33-23-2022-11-17-14-41-15

More control over hidden elements display

This must be familiar to you: The moment the numbering of clauses in a document is off because of the conditional logic you set up in the template. Fortunately, the good news is that you will have more control over it!

Please go to the settings of your template and toggle the ‘Show hidden elements’ property to ‘On’. This will provide your document writers and readers with a clear indication that certain blocks do not appear in the document.

2022-11-17-14-16-39-2022-11-17-14-18-40

Improved look of the Block history

We are happy to announce that comparing versions in the block history just got an upgrade. Tables, smart fields, images, links, and other content types now have a much more detailed and refined look.

Nov 07, 2022
2022-11-04-11-28-41-2022-11-04-11-29-55

No more manually locating missing items before completing a document

Click on the yellow counter in the document navigation bar to see a list of everything that requires action: be it a block or attachment that isn't approved or a smart-field that isn't filled in.

Next, click on an item in the dropdown to go straight to the block that needs to be finalized.

Jul 05, 2022
cond-groups

Conditional logic rules

Conditional logic allows users to have specific data from a template appear or not appear in a document. Previously, this logic was set in the template via two different functionalities. Namely by setting rules via (1) ‘Show if’ or (2) ‘Only show at’.

Our team at Docfield recently merged these two routes, after which the ‘Show only if’ functionality was removed from the application. In the process, the rules that existing users had set via the ‘Only show at’ functionality were automatically migrated to the remaining ‘Show if’ functionality. In the new situation, all Conditional Logic rules are set via the ‘Show if’ functionality.

Not only have functions for setting Conditional Logic been merged but the Conditional Logic functionality has been extended as well! Thanks to these extensions it is now also possible to group rules and to set the logic of a template to a group of rules. Because of this, the possibilities of building smart templates with Conditional Logic have become even more extensive!

Jun 06, 2022
legal0numbering

Legal numbering

With our new way of Numbering, called ‘Legal Numbering’, you will experience more flexibility in the numbering of your documents. This functionality allows you on one hand to automate legal numbering in every agreement. On the other hand, thanks to this update you can compose your numbering on any level you want: chapters, titles, and paragraphs or clauses. For example, you can choose to continue numbering after a title or start again. With the Legal Numbering feature, Docflow users never have to think about their numbering or struggle with the numbering in Microsoft Word again.

flex-signing

Customisable signature

Not every agreement needs to be signed by two signatories. We understand that at Docfield and that is why we have improved our signing feature! With our new customisable signing, we allow our users to determine at the contract level how many signers an agreement has.

This means that from within a contract, users can determine whether two, three, or four people should sign the agreement. Thanks to this improvement it is now also possible – if applicable – to have witnesses co-sign when signing agreements!

Dec 07, 2021

Frontpage Editor

Impersonal and generic front pages are a thing of the past! Thanks to our Frontpage Editor, frontpages can now be created and styled separately from the document styles. Use background images and (sub)titles to design a frontpage that suits your organization and represents the content of the document!

Conditional logic

Creating documents can now be done even more efficiently! Simply by using our newest function: Conditional Logic. This logic allows you to enable specific blocks to (dis)appear in documents. Thanks to this logic, you will never have to deal with endless documents full of redundant information again!

To set up a rule for conditional logic, click on the three dots of the text block you want to hide and then click on “show as”. Rules for the appearance of both fixed and editable text blocks are based on text, dates, numbers, and single-choice smart fields.

Oct 01, 2021
collaboration-1

Simultaneous collaboration improvement

One of the great things about our product at Docfield is the capacity of doing a simultaneous collaboration. So with that in mind, now it’s possible to see who is working on which chapter of the document! We are already working on improvements to this feature, and on our next release, it will be possible to also see in what block of the chapter each person is working on.

comments

Improvements on the comments feature

We are already working on a complete redesign of our comments feature, but we decided to already implement meanwhile this improvement where it’s possible to select a part of the text you want to comment about. To do that, first, select the part of the text you would like to comment on and then click on the comment button.

inform-document-writers

Inform document writers of template changes

Changes on the template along the year always happen, and we know you would like to keep every Document Writer informed about those changes. For that reason now it’s possible to easily send an e-mail to all document writers when you make changes to the template. That information will also show on the recent activity notifications, so everyone is in the loop.

Sep 13, 2021
workflow assignees

Assign people to Workflow steps

To improve the workflow of creating contracts and documents within your organisation, it’s now possible to assign people to the workflow steps on a document level. That means that when the document changes from or to the step the people are assigned to, they will receive notifications about those changes.

revert-workflow-reason

Revert workflow reason

For those cases that it’s necessary to go back steps on the document workflow, as an optional feature, it’s possible to explain the reason why the document is being moved back. The people that are assigned on the current step and on the one that the document is being taken back will receive an e-mail with the message, and it will also appear on the recent activities list.

Workflow due dates integration with your calendar

To help you to keep the important deadlines on track, now you can easily add the workflow steps deadline to your personal work calendar.