We’ve upgraded our template and document history features to offer you a more convenient and straightforward way to track changes over time:
These improvements are designed to give you better control and insight into your document management process.
The Template Library is a powerful new feature designed to simplify and accelerate your project initiation process in Docfield. By providing a library of templates, this update allows you to easily adopt and discover the value of our app, ultimately facilitating the creation of projects without starting from scratch.
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Notification Aggregation is designed to reduce the volume of email notifications and help users keep track of comments more efficiently. By aggregating comment notifications, this update addresses user concerns about excessive emails and enhances overall user experience.
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Add conditional rules to any appendix in the template editor. In the document editor, appendices hidden by these rules are excluded from the completion, do not require approval, and remain hidden in the final document.
The highlighted comments in documents are now available on static blocks in addition to editable ones! This enhancement allows for more comprehensive reviews and seamless collaboration.
We're excited to announce the launch of our new Renewal Management feature, a significant upgrade designed to enhance your contract lifecycle management in Docfield. Say goodbye to manual tracking and the hassle of external tools.
Key features include:
We are excited to introduce a new 'Document History' view within our document editor, designed to revolutionise how collaborators track changes and revisions.
This ensures transparency and efficiency, making incorporating all suggestions easier and ensuring no detail is overlooked accurately.
We understand the importance of consistency and efficiency in template creation. To address this, we’re introducing the ability to copy a front page, a block, and a section from one template to another.
This feature allows you to maintain guidelines and consistency across multiple templates effortlessly without manually recreating the front page or duplicating content. By streamlining the reuse of essential elements, we save you time and ensure a seamless, consistent structure and presentation in all your templates and documents.
Docfield has introduced an exciting update to enhance collaboration and privacy in your templates and documents. With our latest feature:
We're excited to announce that Docfield is now available in German! This update is part of our commitment to making our app more accessible and user-friendly for German-speaking users.
You can change the language on your profile page and enjoy a seamless experience in your native language with all the features you love!
Automatically populate your documents directly from the HubSpot Deal screen with Deal and Company properties. Streamline your automation workflow and improve compliance with our latest integration update.
Our new API endpoint enables you to assign document signers effortlessly and set up sequential signing rules directly through external tools such as HubSpot, Agilepoint, etc.
Simplify your contract generation flow by updating the list of signers from your preferred platforms, automating your processes more efficiently than ever.
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Workspace owners can monitor the most recent API requests by accessing the /requests_log URL in their environment, facilitating debugging and enhancing overall visibility.
New workspace settings page where you can choose:
You can create templates and documents that are only accessible to you. With all the features available, it's a great way to experiment with new ideas and test out new improvements.
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We are pleased to announce that we have improved our comments feature in the document editor.
When you select a text in an editable text block, we will highlight it and attach it to the relevant comment. You can easily see which comments are associated with specific text, making it easier to keep track of feedback and collaborate with your team.
Docfield now has its own API, allowing users to request a list of templates, generate documents based on external data connected with smart fields, and update workflow steps.
The API we developed has allowed for seamless integration between our application and Agilepoint, a comprehensive process automation software.
We are pleased to introduce a new type of smart field - the hyperlink. When creating a new smart or meta field or editing an existing one, you can now select this type. This new type enables you to seamlessly integrate hyperlinks into your document by using a URL as its value or a URL combined with a link title. In PDF exports or published documents, these smart fields will appear as normal links.
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When you select a text in a text block, we will keep it highlighted and attach it to the relevant comment. You can easily see which comments are associated with specific text, making it easier to keep track of feedback and collaborate with your team.
We're excited to announce that a smart field can now be included in static blocks on a front page and in static heading blocks.
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The new and improved smart fields are here! Not only do they look better, but they also make your experience smoother and easier.
We have made some amazing improvements to our internal links functionality:
You can now view the history of changes made in your templates.
To access the template history feature, simply click on the History button in the toolbar when viewing a template. From there, you can view a list of all the versions containing changes to your headings, blocks, and contents.
We are happy to announce that now you can attach PDFs as appendixes in contracts.
This must be familiar to you: The moment the numbering of clauses in a document is off because of the conditional logic you set up in the template. Fortunately, the good news is that you will have more control over it!
Please go to the settings of your template and toggle the ‘Show hidden elements’ property to ‘On’. This will provide your document writers and readers with a clear indication that certain blocks do not appear in the document.
We are happy to announce that comparing versions in the block history just got an upgrade. Tables, smart fields, images, links, and other content types now have a much more detailed and refined look.
Click on the yellow counter in the document navigation bar to see a list of everything that requires action: be it a block or attachment that isn't approved or a smart-field that isn't filled in.
Next, click on an item in the dropdown to go straight to the block that needs to be finalized.
Conditional logic allows users to have specific data from a template appear or not appear in a document. Previously, this logic was set in the template via two different functionalities. Namely by setting rules via (1) ‘Show if’ or (2) ‘Only show at’.
Our team at Docfield recently merged these two routes, after which the ‘Show only if’ functionality was removed from the application. In the process, the rules that existing users had set via the ‘Only show at’ functionality were automatically migrated to the remaining ‘Show if’ functionality. In the new situation, all conditional logic rules are set via the ‘Show if’ functionality.
Not only have functions for setting conditional logic been merged but the conditional logic functionality has been extended as well! Thanks to these extensions it is now also possible to group rules and to set the logic of a template to a group of rules. Because of this, the possibilities of building smart templates with conditional logic have become even more extensive!
With our new way of Numbering, called ‘Legal Numbering’, you will experience more flexibility in the numbering of your documents. This functionality allows you on one hand to automate legal numbering in every agreement. On the other hand, thanks to this update you can compose your numbering on any level you want: chapters, titles, and paragraphs or clauses. For example, you can choose to continue numbering after a title or start again. With the Legal Numbering feature, Docflow users never have to think about their numbering or struggle with the numbering in Microsoft Word again.
Not every agreement needs to be signed by two signatories. We understand that at Docfield and that is why we have improved our signing feature! With our new customisable signing, we allow our users to determine at the contract level how many signers an agreement has.
This means that from within a contract, users can determine whether two, three, or four people should sign the agreement. Thanks to this improvement it is now also possible – if applicable – to have witnesses co-sign when signing agreements!
Impersonal and generic front pages are a thing of the past! Thanks to our Frontpage Editor, frontpages can now be created and styled separately from the document styles. Use background images and (sub)titles to design a frontpage that suits your organization and represents the content of the document!
Creating documents can now be done even more efficiently! Simply by using our newest function: Conditional Logic. This logic allows you to enable specific blocks to (dis)appear in documents. Thanks to this logic, you will never have to deal with endless documents full of redundant information again!
To set up a rule for conditional logic, click on the three dots of the text block you want to hide and then click on “show as”. Rules for the appearance of both fixed and editable text blocks are based on text, dates, numbers, and single-choice smart fields.
One of the great things about our product at Docfield is the capacity of doing a simultaneous collaboration. So with that in mind, now it’s possible to see who is working on which chapter of the document! We are already working on improvements to this feature, and on our next release, it will be possible to also see in what block of the chapter each person is working on.
We are already working on a complete redesign of our comments feature, but we decided to already implement meanwhile this improvement where it’s possible to select a part of the text you want to comment about. To do that, first, select the part of the text you would like to comment on and then click on the comment button.
Changes on the template along the year always happen, and we know you would like to keep every Document Writer informed about those changes. For that reason now it’s possible to easily send an e-mail to all document writers when you make changes to the template. That information will also show on the recent activity notifications, so everyone is in the loop.
To improve the workflow of creating contracts and documents within your organisation, it’s now possible to assign people to the workflow steps on a document level. That means that when the document changes from or to the step the people are assigned to, they will receive notifications about those changes.
For those cases that it’s necessary to go back steps on the document workflow, as an optional feature, it’s possible to explain the reason why the document is being moved back. The people that are assigned on the current step and on the one that the document is being taken back will receive an e-mail with the message, and it will also appear on the recent activities list.
To help you to keep the important deadlines on track, now you can easily add the workflow steps deadline to your personal work calendar.
