Product updates

Release ·

Version 1.7.0 📉

This update introduces several significant features focused on security, workflow management, and user functionality across the OPEX platform.

Microsoft Entra ID Support

New — The platform now supports Microsoft's enterprise authentication system (formerly "Active Directory"), enabling:

  • Mandatory Microsoft account login for firm users.
  • Support for Microsoft-configured multi-factor authentication.
  • Optional allowlisting of specific users for OPEX native accounts.
  • Enhanced system security.

Contract Approval Workflow

New — Two new pre-send approval stages were added, allowing internal firm review and client approval before vendor submission.

Notification Management

New — Users can now specify notification recipients directly within contract flowcharts, streamlining communication workflows.

Updated Dashboards

Improved — All user-type and project dashboards were redesigned to improve visibility of signature and approval requirements, including a new "Awaiting Signature" dashboard available at firm and project levels.

Agent User Enhancements

New — Agent users gained access to:

  • Project contract version changes
  • Draft contract deletion
  • Variation issuance (with configurable project settings)
  • Draft contract restoration

Minor Updates

  • New — Developer users may be designated as authorised signatories without account activation.
  • Improved — Address field no longer required for general document signing.
  • New — "Variation Date" merge field for document templates.
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