2025-01-25

New Features

• [UI] You can now upload your existing Word or PDF documents to instantly create procedure templates using AI, saving hours of manual setup time.

Changes

• [UI] Billing page now shows all information immediately without needing to click “Continue” and includes helpful links for discount codes.
• [UI] The task wizard now automatically disables conflicting options when launching processes from the same template, preventing confusion with clear visual cues and helpful tooltips.

Bug Fixes

• [UI] Fixed unfilled form fields showing as green outlines when printing documents to PDF - now only completed fields appear for cleaner outputs.
• [UI] Fixed dropdown arrows that weren’t responding to clicks across settings, Tasks view, Tracker, and template creation, making menus easier to access.
• [UI] Fixed the “TAKE OVER” button to consistently appear when you’re part of a group assigned to a task, letting you claim group tasks instantly.
• [UI] Template favorite displays now properly update when team members are deactivated, removing outdated user names and fixing star highlighting.
• [UI] Fixed milestone task numbering to display correctly when milestones become empty, eliminating confusing “NaN” errors in your process view.
• [UI] Fixed the country dropdown arrow in billing settings to align properly and made the entire arrow clickable for easier selection.
• [UI] Fixed date calculations in forms and templates - existing date fields may need a quick manual update to display correctly across all views.
• [UI] Fixed duplicate tasks appearing in the Tracker view when using automations with milestones, ensuring each task shows up only once.
• [UI] Fixed form field prefix and suffix display to show correctly without unwanted line breaks and with proper spacing across all views.
• [UI] Fixed automation rules not updating when you modify and resubmit Kick-Off Forms, so your “if this then that” rules now work reliably every time.
• [UI] You can now edit roles on any task and use bulk role assignments through Power Tools with real-time status updates that work correctly.
• [UI] Process names are now properly limited to 300 characters when using auto-launch features, preventing errors and ensuring consistent naming across all workflows.
• [API] Fixed crashes when accessing processes containing multiselect fields set to empty via API, ensuring all your active processes and tasks remain accessible.
• [API] Fixed email delivery issues by aligning reply-to addresses with sender addresses to meet security standards and ensure emails reach recipients reliably.