Product updates

Release ·

Version 1.3.3 🗂️

Overview

The update expands document handling capabilities in contract creation. Users can now manage multiple PDF documents and create template-based additional documents with advanced features.

Key Features

  • Add multiple PDF documents of any size to contracts
  • Customize document names within the contract index
  • Create "Additional Document" templates with merge fields and signature panels
  • Insert Additional Document templates during contract creation with or without PDFs

Main Sections

Additional Document Templates

Users can now establish "Additional Documents" as templates, following the same process used for contract elements.

Insert Additional Documents in Contracts

During contract creation, users can select from PDF files and/or pre-configured project templates, enabling flexible addition of documents that contain merge fields or require signatures.

Want these updates on your projects?Book a demo