Release 12 — Your templates, your brand

New

  • Custom templates at organization level. Derive one from any base template, edit it, and use it in every draft.
  • Your logo on the platform, and on your exported documents. White-label toggle for organizations.
  • An onboarding progress checklist.
  • Guichet Unique on the organization and workspace dashboards.
  • Resolution suggestions — compensation, continuation, reconstitution, associates information — proposed automatically.
  • Separate date and time inputs for meetings.

Improved

  • Bulk clause insertion and drag-to-reorder in the clause list.
  • Review events now generate notifications, and reviewers can subscribe.
  • A preview popover of the commented text in the comments sidebar.
  • Annual account filing is enhanced end to end.
  • Automations render in a fullscreen dialog; template and automation navigation is reworked.
  • Multiline string fields in automation forms.
  • Base templates that are referenced can no longer be deleted.