March 2025 Release Notes

Version 1.91.0 | March 31, 2025

Fact Link

• WYSIWYG Editor: Use a rich text editor to edit facts as needed in the “Edited” tab of the fact content.

Version 1.90.0 | March 31, 2025

Advanced Task Management

• Minor enhancements and bug fixes

Version 1.89.1 | March 31, 2025

Advanced Task Management

• Minor bug fixes

Version 1.89.0 | March 28, 2025

Advanced Task Management

• In the visual flow editor, click the trash can icon to remove a queue from the task flow without deleting the queue itself.

Client Portal

• Minor bug fixes

Version 1.88.1 | March 27, 2025

Advanced Task Management

• Minor bug fixes

Version 1.88.0 | March 27, 2025

Advanced Task Management

• Visual enhancements to the queues list view and queue creation view.

Version 1.87.0 | March 27, 2025

Project Forms

• Minor bug fixes and enhancements. 

Version 1.86.0 | March 26, 2025

Advanced Task Management

• Business Days vs. Calendar Days: Due dates can now be configured to factor in business days, weekends, and holidays—ensuring tasks are scheduled for completion only when your team is available and ready to act.

Fact Link

• Show the document page number the fact on the Fact card.
• Minor bug fixes and enhancements.

Client Portal

• Minor bug fixes and enhancements.

Version 1.85.0 | March 25, 2025

Project Forms 

• Add and search Filevine contact cards directly from Project Forms.
• Upload documents through attachment fields within project forms. Previously, these fields were view-only.

Version 1.84.0 | March 20, 2025

Neodeluxe 

• User Groups: Create and manage User Groups, organizing specific users with specific permissions at a group level rather than individually. Learn how to use Groups ➝
• Partner access UI enhancements
• Minor bug fixes

Advanced Task Management

• Optional Exit Criteria for Queues: Optionally set exit criteria for a queue, automatically closing all tasks in the same task flow if the exit criteria is met. 

Fact Link

• Minor bug fix

Version 1.83.2 | March 18, 2025

Advanced Task Management

• Minor bug fix

Version 1.83.1 | March 18, 2025

Fact Link

• Minor bug fixes

Version 1.83.0 | March 13, 2025

Advanced Task Management

• Processes: Group related queues into under processes to quickly identify and manage tasks within a cohesive workflow. Learn how to create and manage Processes in Advanced Task Management ➝

Version 1.82.0 | March 10, 2025

Forms

• Duplicate Forms: Copy duplicate content from an existing form to a new form. Learn more here.

Version 1.81.0 | March 6, 2025

Fact Link

• Learn more about Neodeluxe Fact Link here.

Version 1.80.0 | March 5, 2025

Neodeluxe

• Multi-Tenant Access: Switch between multiple tenants using a single login for centralized management of tenant access and permissions. Learn more here.
• Partnerships Page: Manage multi-tenant collaboration by enabling secure permission granting between partner tenants.  

Version 1.79.1 | March 3, 2025

Client Portal

• CSV Attachment Support: Automated flow messages, mass communication messages, and user document uploads now support CSV as a valid format.
• Minor bug fixes