Version 1.98.3 | April 29, 2025
Advanced Task Management & Fact Link
- Minor bug fixes and enhancements
Version 1.98.2 | April 29, 2025
Fact Link
- Select CSV Export Columns: When exporting a CSV, select which columns to include in the export.
Form Builder
- Add Name to Description Fields: Name each description field so you can easily find it when creating conditionals.
Version 1.98.0 | April 23, 2025
Neodeluxe
- MFA: Use multi-factor authentication (MFA) to log into Neodeluxe and the Sidebar, enhancing account security with an extra layer of protection using SMS verification.
Fact Link
- Create Facts Without Highlighting: Create a new fact using a button rather than highlighting content in the document. This allows them to quickly drop a placeholder fact tied to a specific page, then add details later, or add a fact that isn’t directly tied to the document.
Version 1.97.0 | April 21, 2025
Data Governance AI & Advanced Task Management
- Minor bug fixes
Version 1.96.0 | April 21, 2025
Form Builder
- New Supported Field Types:
- Filevine - Incident Date
- Filevine - Text Multiple Lines (Large)
Advanced Task Management
- Resolution Details in Task Notes: Get full context at a glance. Managers can view a task's resolution codes, categories, and comments directly in the task’s notes section.
Version 1.95.0 | April 14, 2025
Neodeluxe
- Custom Color Themes: Choose specific color themes to maintain brand consistency and deliver a personalized experience for all of your internal and Client Portal users.
Version 1.93.2 | April 10, 2025
Fact Link
- Minor enhancements
Version 1.93.1 | April 8, 2025
Advanced Task Management
- Unassign Tasks: Admins or managers can unassign or snooze a task that's assigned to a user.
- Real-Time Updates: Users in the Sidebar will receive real-time updates when an assigned task is modified (assigned, unassigned, snoozed, or notes added) so they can stay updated without needing to refresh manually.
Client Portal
- Minor enhancement
Version 1.93.0 | April 7, 2025
Advanced Task Management
- Minor bug fix
Forms
- Minor bug fix: calculation field rounding method
Version 1.92.0 | April 3, 2025
Automation Builder - Beta
Version 1.91.1 | April 1, 2025
Neodeluxe
- Minor enhancements and bug fixes