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January 22, 2025 Release Notes
Philip MacDonald avatar
Written by Philip MacDonald
Updated yesterday

✨ New


Unassign Form & Questions

Adds an option to unassign both the entire form and individual questions from a user on the forms index and forms response pages. This gives users better control over question and form assignments.


Send or Sign: Assign Selected Questions or Send Entire Form

While viewing a form, users can choose to either Assign Selected Questions or Send Entire Form, giving users more granular control over what gets assigned.


β€‹βœ”οΈ Fixed


Language Update on Toast Notification When Sending Form

When assigning a form by copying a link and not sending an email, the toast notification incorrectly stated that a form was emailed when only a link was copied.


Fall back to Team logo or name if no Segment logo or display name is added

In notification emails, if a segment doesn't have a logo or display name, use the team logo or display name instead. This applies to agency teams that have segments enabled and for agents or customers that belong to only one segment. If an agent belongs to more than one segment, that agent will always see the team branding.


Duplicate forms Forms Library

Only the latest version of a published form should be available in the Forms Library.


Digital Signature packet is marked complete before all users have signed

Fixes an issue when two collaborators are assigned to a signature file. In some cases, packets were incorrectly marked as complete before all users signed.

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