This article contains release notes detailing relevant fixes and updates.
These are ordered chronologically, with the most recent release appearing first.
Release v4.2.21 - 22 December 2024
IMPROVEMENTS:
Extended support for higher resolution images on the front page of downloaded Word documents.
Added support for the export of email and number-style attributes to the attribute library, from the template.
BUG FIXES:
Resolved an issue where certain special characters were not supported in password registrations.
Resolved an issue where the DraftAssist AI assistant could appear overlapping where the Intercom widget is displayed.
Resolved an issue where date locales were styled differently in a looped question versus a regular one.
Resolved an issue where custom reports contain hyperlinks to other Avvoka pages.
Resolved an issue where track changes were not being preserved in conditional text that was not updated by returning to the questionnaire.
Resolved an issue that ensures only clauses with document-support can be chosen from the insertion dropdown in generated documents.
Release v4.2.20 - 21 December 2024
IMPROVEMENTS:
Extended support in the API for fetching a document’s folder ID and the ability to retrieve all documents from a specified folder. We also support retrieving folder details, via the API.
BUG FIXES:
Resolved an issue with Avvoka Drive that was preventing filtering results by template version number.
Release v4.2.19 - 13th December 2024
IMPROVEMENTS:
Added support to hide folder counts in Avvoka Drive when not needed.
Added the ability to export operations and attribute from the attribute store to their respective libraries.
Optimised entries to document questionnaire and Live demo ahead of the planned support for loops within loops.
BUG FIXES:
Resolved an issue that was allowing automation to be inserted into a generated document via Find and Replace.
Resolved an issue that was causing files within Avvoka Drive not to be sorted by state properly.
Resolved an issue that was causing the Avvoka Drive sidebar to appear when attempting to download a document pack.
Various bug fixes and optimisations to clauses.
Resolved an issue that was causing date defaults not to appear within Live demo.
Release v4.2.18 - 13th December 2024
BUG FIXES:
Resolved an issue that was causing an error when mixing bracket types when using Smart Automation logic detection.
Release v4.2.17 - 6th December 2024
IMPROVEMENTS:
Added support in Drive for showing documents in review and out for signature.
The 'Insert Clause from Library' button will no longer appear in documents when there are no clauses available in the library. This ensures a cleaner and more intuitive user experience.
BUG FIXES:
Resolved an issue that was causing attachment names to be displayed incorrectly when exported.
Various bug fixes and optimisations to the related documents process.
Resolved a visual issue that was causing placeholder transformations not to appear in the correct format in sidebar component.
Release v4.2.16 - 29th November 2024
FEATURES:
For customers that have our AI-powered features turned on, you can now ask Avvoka to draft conditions for you, using AI. Here’s a preview below:
Added Email and Phone question type validation to the questionnaire
IMPROVEMENTS:
Improved performance of Avvoka Drive.
BUG FIXES:
Resolved an issue that was causing the “Find in Questionnaire” feature in the attribute store not to scroll you to the precise place in the template location.
Resolved an issue that was preventing Organisation Support users from amending a clause library entry and updating clause library access rights.
Resolved an issue that was causing loops not to work within template packs in specific scenarios.
Resolved an issue that was causing track changes colouring not to appear.
Resolved an issue that was causing the “Create document” button to be disabled in certain niche scenarios.
Resolved an issue that was preventing modifications to users and their roles before creating a related document.
Resolved an issue that was causing .docx documents that had very wide margins not to appear in the editor without the need to scroll left / right.
Resolved an issue that was causing character validation toggles to be accessible by other parties if the feature had been activated in Advanced settings.
Resolved an issue that was causing the global condition function not to work in certain niche scenarios.
Release v4.2.15 - 27th November 2024
FEATURES:
Added “Template version” as a system attribute that is capable of being surfaced in the document’s auto name feature.
IMPROVEMENTS:
Added support for “Move to folder” functionality for document packs.
Renamed “Upload file to clip” to “Upload file to all related documents” to be more precise.
BUG FIXES:
Resolved an issue that was causing required questions to be bypassed by profile managers when accessed from the documents page.
Resolved an issue that was preventing certain legacy templates from being converted.
Release v4.2.14
FEATURES:
Added support for track changes when modifying transformed placeholders via the questionnaire.
IMPROVEMENTS:
Improved navigation in Avvoka by increasing scrollbar width for better usability.
Added support for converting operations within the legacy template converter.
BUG FIXES:
Resolved an issue that was causing the properties sidebar to appear / overlap when attempting to access the three-dots menu in Avvoka Drive.
Resolved an issue that was not applying an auto-name when creating a related document in certain niche scenarios.
Resolved an issue that was preventing the removal of a file uploaded within the questionnaire by other users in the same party.
Resolved an issue that was causing the legacy template converter to not work for certain templates.
Resolved an issue that was causing participants to be deleted from the original document when duplicating a document.
Resolved an issue that was causing the three-dots menu only to appear for certain documents within Avvoka Drive.
Resolved an issue that was causing question text and type to reset when changing an attribute’s name from the attribute store.
Resolved an issue that was causing hyperlink operations within the questionnaire not to be retained when generating a custom report.
Resolved an issue that was preventing the opening of the questionnaire and diagnosis page of template packs.
Resolved an issue that was preventing the resolution of certain conflicts within template packs.
Release v4.2.13
FEATURES:
Added support for exporting indented hanging numbering where it is only made up of tab stops.
Release v4.2.12
IMPROVEMENTS:
Added support for email verification when adding an email to forms.
Enhanced forms by making email verification optional and marking users without verified emails as 'Unverified' in the document.
Updated the default login message for archived accounts to provide clearer and more precise information to users.
Avvoka now supports question text for subsequent loop iterations to be applied across the loop array.
BUG FIXES:
Various bug fixes and optimisations to the .docx import and export process.
Resolved an issue that was causing the question setting “Trigger if not answered” not to work with inline conditions.
Resolved an issue that was preventing clause tags from being editable for certain templates.
Resolved an issue that was causing documents within a document pack not to save any new versions when duplicated.
Resolved an issue that was causing the legacy template converter to not work in certain niche scenarios.
Resolved an issue that was causing auto-names not to be displayed for subsequent related documents.
Release v4.2.11
IMPROVEMENTS:
Improved forms by adding the ability to whitelist emails for form creation, so more users can access with the correct email domain.
Added information to the document details section within a document for helping to identify documents created directly from forms.
Added dynamic support for viewing available actions on selected files.
BUG FIXES:
Resolved an issue that was preventing .avvoka files from displaying advanced settings for templates after upload.
Resolved an issue with Avvoka Drive that was causing navigation between files to not work properly.
Release v4.2.10
IMPROVEMENTS:
Improved the loading performance of the Drive sidebar.
BUG FIXES:
Resolved an issue that prevented changing the colour of the question text within the template questionnaire.
Resolved an issue in Live preview, where looped tables rows, in conditions, were not rendering (but were in the document).
Release v4.2.9
IMPROVEMENTS:
Restricted editing of inserted clauses within documents to users with clause “edit” rights.
Release v4.2.8
BUG FIXES:
Resolved an issue that was causing folders not to be filtered by date in Drive, only.
Resolved an issue that was causing users deleted from a document pack to still have access to the pack if accessing from Drive, only.
Resolved an issue that was causing an error when adding a user to a group.
Resolved an issue that was causing radio buttons and select fields to display question values instead of question labels for default answers.
Resolved an issue that was preventing a system admin from viewing the template packs tab even if they are not part of the organisation.
Resolved an issue that was preventing metadata from being imported into Avvoka.
Resolved an issue that was causing an error when applying smart automation to specific templates.
Resolved an issue that was causing the Operations menu to disappear when amending certain operations.
Resolved an issue that was preventing documents from being restored when locked by a party.
Release v4.2.7
IMPROVEMENTS:
Implemented a warning message to inform users when a negotiable document has been downloaded, to indicate that changes may be being progressed offline.
BUG FIXES:
Resolved an issue for template packs where conditions set to "Trigger if not answered" did not work when live preview is disabled.
Resolved an issue for template packs where certain system admin users could not view the current list of packs.
Resolved an issue that was preventing custom fonts from being retained on import/export from Avvoka.
Resolved an issue that was causing an error when attempting to enable 2FA via user settings.
Resolved an issue that was causing empty document packs to appear within Avvoka Drive.
Release v4.2.6
IMPROVEMENTS:
Added support to allow organisation support users to select a role when adding themselves to a document.
BUG FIXES:
Resolved an issue that was preventing a duplicated document from saving new versions.
Resolved an issue that was causing inconsistencies when searching for templates within heatmaps.
Resolved an issue that was causing clause library entries containing a block condition not to be triggered when generated from a template pack.
Release v4.2.5
FEATURES:
Introduced a three-dot action menu within document packs, offering enhanced functionality with the following options:
IMPROVEMENTS:
Added the ability to mass export documents to iManage Work from Avvoka Drive.
Enhanced negotiation round-tripping with improved traceability, ensuring better tracking and management of document revisions throughout the negotiation process.
Added support for uploading files of any format as attachments to documents.
BUG FIXES:
Resolved an issue that was preventing a document from being accepted and signed/marked as completed due to character validation.
Resolved an issue that was causing certain images not to appear in .docx exports.
Resolved an issue that was causing SEQ fields to be removed from templates/documents when exporting to .docx.
Resolved an issue that was causing broken links to be sent out in custom reports.
Resolved an issue that was preventing Live demo from working for certain templates.
Resolved an issue that prevented conflicts from displaying for previous versions of a template pack.
Resolved an issue that was causing template packs with related documents to duplicate when generated in Avvoka Drive.
Resolved an issue that was causing Avvoka Drive columns to be set inconsistently.
Resolved an issue that was causing default values to be populated incorrectly when duplicating a document.
Resolved an issue that prevented the 'Select all conditions with same options' button from functioning correctly for multiple conditions.
Resolved an issue that was preventing the 'Move to folder' feature from working correctly for document packs that have untriggered generation conditions in Avvoka Drive
Release v4.2.4
IMPROVEMENTS:
Revamped user settings UI/UX for enhanced usability and streamlined navigation.
Release v4.2.3
FEATURES:
As part of the migration to Avvoka Drive, document packs can now be moved into folders. Documents within the pack can also be segregated into different folders, individually.
Organisation-level setting to download a .docx template with automation from the Create page
This setting allows users to download a .docx template with automation directly from the Create page.
As an Organisation Support user, navigate to the “Support” tab.
Navigate to your organisation and open “Default user settings”.
Scroll down to “Enable .docx with automation template download in the Create tab”.
IMPROVEMENTS:
Added support at an organization-level to configure email reminders based on business days.
BUG FIXES:
Resolved an issue that was preventing downloading of documents in certain niche scenarios.
Various bug fixes and optimisations to Avvoka Drive.
Resolved an issue that was preventing template packs from being deleted in Avvoka Drive.
Release v4.2.2
IMPROVEMENTS:
Added support for including informatatory text in .xlsx exports of the questionnaire.
Added support for default values in currency, date and radio button question types.
BUG FIXES:
Resolved an issue that was causing conditions to be inconsistent in duplicates of documents.
Resolved an issue that was preventing organisation support users from creating a template pack in certain niche scenarios.
Resolved an issue that was causing inconsistencies when filtering documents within Avvoka Drive.
Resolved an issue that was causing the condition builder not to display values in the dropdown.
Resolved an issue that was causing document states to be inconsistent after duplicating a document.
Resolved an issue that was causing an error when formatting dates for email templates.
Release v4.2.1
IMPROVEMENTS:
Added the ability to include a table where an unsatisfied block condition is located.
Added support for moving documents generated via template packs to folders on a one-by-one basis; this includes the ability to have documents from the same pack located in different folders.
Added support to edit the redirect URL after form submission.
BUG FIXES:
Resolved an issue that was preventing the approver workflow from functioning for "New document" users.
Resolved an issue that was causing an error when attempting to generate a form via the API.
Release v4.2.0
FEATURES:
Enhanced UI/UX for Document Packs in Drive. Introducing a "document pack object" with a expand/collapse view
This feature, available only in the Drive tab, includes:
Expand/collapse Document Packs to view all documents.
Move Document Packs to folders.
Apply labels to Document Packs.
Access the Questionnaire via the “Questionnaire” button in the Actions column.
IMPROVEMENTS:
Added support for redirecting to Avvoka drive after template pack generation.
BUG FIXES:
Resolved an issue that was causing certain templates not to be roundtripped due to non-existent styles.
Resolved an issue that caused an error when triggering a block condition in a template with no sign and edit rights assigned.
Resolved an issue that was preventing certain document filters from working.
Release v4.1.25
IMPROVEMENTS:
Updated translations for Brazilian Portuguese, French, German and Spanish locales.
Various improvements and optimisations to the legacy template conversion process.
Added support to provide the newest format of Adobe client IDs in webhooks.
BUG FIXES:
Resolved an issue that was causing informatory text to be enabled by default.
Fixed an issue in Find & Replace where the cursor remained within the document instead of shifting to the dialog box.
Resolved an issue that was causing the document filters located in the sidebar not to work within Avvoka drive.
Resolved an issue that was preventing attachments from being added to documents.
Resolved an issue that was blocking profiles from being archived in certain scenarios.
Resolved an issue that was causing the “Send document” workflow to be retriggered in certain niche scenarios.
Release v4.1.24
IMPROVEMENTS:
Added the ability to set a custom number of days before an email reminder is triggered.
Added support for decoding certain French characters.
BUG FIXES:
Various bug fixes and optimisations to operations.
Resolved an issue that prevented highlights over lists with auto-numbering to be retained when imported and exported as a .docx.
Resolved an issue that was causing loops wrapped over a small part of a block condition not to work.
Resolved an issue that was causing certain characters not to be whitelisted.
Release v4.1.23
IMPROVEMENTS:
Extended all document filters to Drive.
Moved the "Insert Clause" button to the Clause tab for improved navigation.
BUG FIXES:
Resolved an issue that was preventing changes to the template packs questionnaire from being saved.
Resolved an issue that was causing the template packs deletion button not to appear.
Resolved an issue that was causing an error when attempting to turn off character limitations in the editor.
Various bug fixes and optimisations to template packs.
Resolved an issue that was causing folders not to be sorted properly in Danish locale.
Release v4.1.22
FEATURES:
Added a search bar within the document questionnaire/document pack questionnaire
Added an organisation setting to enable/disable document folder counts for all users
Added a new “Move to folder” workflow action
Added the ability to send custom reports to recipients who are not Avvoka users.
IMPROVEMENTS:
Extended elastic search into Avvoka Drive.
Added support for displaying comment author user details when sending email notifications about comments.
Extended support for two more UK date formats:
%d.%m.%y
and%-d %B %Y
.Extended the functionality of the “Show folders” toggle to Avvoka Drive.
Extended support for elastic search to the Clause library.
Added support for viewing the full name of the user when hovering in the Parties tab of a document.
Optimised performance of document analytics.
Optimised speed of document searching.
Added support for disabling notifications by default.
BUG FIXES:
Resolved an issue that was causing documents in Avvoka Drive not to be filtered properly in certain niche scenarios.
Resolved an issue that was preventing mass download of templates.
Resolved an issue that was causing the condition builder expression to be inconsistent.
Various bug fixes and optimisations to Template Packs.
Resolved an issue that was causing automatic logout to inconsistently logout users when working in multiple tabs.
Resolved an issue that was causing document folders to show incorrect folder count when a document was deleted.
Resolved an issue that caused duplicate template names to appear in heatmaps.
Resolved an issue that was causing mass generation via excel not to work.
Resolved an issue where changes made to a template were not saved in the duplicated version of the template.
Resolved an issue that was causing inconsistencies when reordering questions within the questionnaire in certain niche scenarios.
Various improvements and optimisations to the legacy template conversion process.
Various bug fixes and optimisations to the character whitelist process.
Resolved an issue that was causing datasheet records not to be filled in certain niche scenarios.
Resolved an issue that was causing inconsistent highlighting of content when using Find & Replace in specific scenarios.
Resolved an issue that was preventing support users from adding themselves to documents.
Resolved an issue that was causing the order of formats to appear inconsistently within the editor.
When importing an .avvoka file, it shows the change being attributed to the importing user and not the template author.
Resolved an issue that was causing organisation group names not to update.
Various bug fixes and optimisations to the character auto-replacement process.
Resolved an issue that prevented templates and folders in Danish from being sorted correctly.
Resolved an issue where content from earlier .xlsx file versions was not being retained.
Resolved an issue that was causing documents not to be unlocked when restoring from the trash bin.
Release v4.1.21
FEATURES:
Character Auto-Replacement
An organisational-level setting that allows for automatic replacement of specified characters during document publishing, saving and completion/signing.
As an organisation support user:
Navigate to 'Default user settings'
Scroll to “Character auto-replacement"
Added the ability to insert a page counter within the editor
IMPROVEMENTS:
Enhanced notification settings by adding the option to disable notifications for the current user.
Added support for viewing footnotes within the live preview.
Various improvements and optimisations to Template Packs.
BUG FIXES:
Resolved an issue that was causing the currency question type to need selecting twice.
Resolved an issue that was causing placeholder formatting not to be displayed correctly within email templates.
Resolved an issue with template packs that caused users to receive notifications about documents that were not created due to unmet generation conditions when adding users in bulk.
Resolved an issue that prevented attachments from being exported in specific scenarios.
Resolved an issue that was causing custom reports not to be received when set on a schedule.
Release v4.1.20
FEATURES:
Transfer Rights of Archived Users
When archiving a user, a new dialog will allow you to select another user to whom the archived user’s objects (e.g. templates, document) shall be transferred.
Added support for a new 'Send external comments' variable in the 'Send Document' email templates (organisational level). This variable includes external comments added by the sending party in the body of the outgoing emails.
BUG FIXES:
Resolved an issue that was preventing partially signed documents from being force completed.
Resolved an issue that was causing errors when naming drive files in certain niche scenarios.
Resolved an issue that was preventing certain documents from being roundtripped.
Resolved an issue that was causing the send document functionality not to work in certain niche scenarios.
Resolved an issue with template packs that was causing documents created that were subject to generation conditions not to be shown in the Drive.
Resolved an issue that was causing loops to freeze when adding/removing iterations.
Resolved an issue that was causing system group names not to be updated if the name of their associated profile has been updated.
Release v4.1.19
FEATURES:
Users can now amend a section of an existing block/inline condition without needing to apply the change to the entire existing block/inline condition.
Adding users to document packs
When adding a user to a document within a document pack, you can choose to include them in other documents where they are linked to the same party in the pack.
IMPROVEMENTS:
Various improvements and optimisations to the legacy template conversion process.
BUG FIXES:
Resolved an issue with template packs that was causing required fields with empty responses not to be highlighted to the user.
Resolved an issue in the support page that was causing users not to appear consistently when ordered by profile.
Resolved an issue that was causing cross-references to appear inconsistently.
Release v4.1.18
FEATURES:
Added the ability to download document packs directly from the packs page
Added the ability to limit characters for a document
Follow these steps to do so:
Go to your template
Navigate to the “Advanced” settings
Scroll to “Document characters validation”
You can now resize images by height and width within the editor
Provided the option to choose “X of Y” page number formatting
For documents in agreement mode, you can now cross reference to another template. This is available in the cross reference download modal
IMPROVEMENTS:
Extended the functionality of reordering documents by clicking on the relevant column to also apply to document packs.
Improved performance of live demo.
BUG FIXES:
Resolved an issue where the questionnaire button appeared in a document pack despite the absence of any documents.
Various bug fixes and optimisations to the legacy template converter.
Resolved an issue that was preventing the nesting of conditions in certain niche scenarios.
Resolved an issue that was causing an error when attempting to mass download documents from drive.
Resolved an issue that was causing an error when generating a custom report.
Release v4.1.17
FEATURES:
Elastic search has been implemented into Avvoka
This provides far greater complexity in search queries and brings performance improvements when searching across longer document bodies.
You can now access the questionnaire directly from the documents pack page
IMPROVEMENTS:
Enhanced template pack generation with a progress bar and estimated time display for improved user experience.
BUG FIXES:
Resolved an issue that was causing an error when using email templates.
Various bug fixes and optimisations to the .docx import and export process.
Resolved an issue that was causing live demo not to appear correctly.
Resolved an issue that was causing template packs not to be saved in certain niche scenarios.
Release v4.1.16
IMPROVEMENTS:
Improved document packs by automatically excluding documents that are not generated due to unmet conditions.
BUG FIXES:
Resolved an issue that was causing the legacy template converter not to work in certain niche scenarios.
Resolved an issue that was causing an error when applying smart automation to a template containing conditional footnotes.
Resolved an issue that was causing a table containing an inline condition wrapped within a block condition not to appear on export.
Release v4.1.15
FEATURES:
Operation Library Folders
Operation library folders have been built to provide users with more control and flexibility when managing their operations.
Folders are now visible within the main index of the “Operation library” page (and can be toggled off).
The “Groups” concept can now be applied to operations and operation library folders directly.
New right sidebar to include descriptions and manage access.
For more information and guidance, please reach out to your Avvoka contact.
IMPROVEMENTS:
Various improvements and optimisations to the Template Packs process.
BUG FIXES:
Resolved an issue that was causing looped questions containing character limits to freeze on the second iteration.
Resolved an issue that was causing clause library inserts containing inline conditions not to be exported correctly in certain niche scenarios.
Resolved an issue that was causing documents assigned to folders to appear inconsistently.
Release v4.1.14
IMPROVEMENTS:
Added support for French & Spanish translation.
BUG FIXES:
Various bug fixes and optimisations to Template Packs.
Resolved an issue that was causing conditions not to be updated properly when removing a loop iteration.
Resolved an issue that was causing page breaks to change orientation when exported to .docx.
Resolved an issue that was causing an error when attempting to use the template questionnaire advanced settings.
Resolved an issue that was causing errors when selecting specific files to download as PDFs, particularly when .docx files are restricted during bulk downloads.
Changed default cross-reference export setting to not include the trailing “.” after heading 1 numbers.
Release v4.1.13
IMPROVEMENTS:
Various improvements and optimisations to the Smart Automation process.
Various improvements and optimisations to the .docx import and export process.
BUG FIXES:
Resolved an issue that was causing character limits set in the document questionnaire not to work properly.
Resolved an issue that was causing section links not to work in the template questionnaire.
Resolved an issue that was causing the default view in ‘My documents’ to apply to all folders as well.
Release v4.1.12
IMPROVEMENTS:
Added support for automation in subject line within email templates.
Added support for placeholders in multiple loops.
BUG FIXES:
Resolved an issue that was causing automatic logout to fail in certain niche scenarios.
Release v4.1.11
FEATURES:
Added the ability to insert Document IDs in the editor (including the headers and footers editor).
BUG FIXES:
Various bug fixes and optimisations to the document questionnaire.
Resolved an issue that was preventing the mass find and replace function from working properly.
Resolved an issue that was causing inserted clauses not to save within a template.
Release v4.1.10
FEATURES:
You can now access datasheets via the API
Using the API, you can now:
Retrieve datasheets/datasheet records
Create a datasheet record
Update datasheet records
Delete datasheet records
Added the ability to generate documents from a template pack through a direct link to the pack questionnaire.
IMPROVEMENTS:
Various improvements and optimisations to the legacy template conversion process.
Enhanced functionality to move documents into specific folders based on template settings within forms.
Reorganised the questionnaire in Template Packs to be ordered by the sequence of the packs, not by pack IDs.
Added support to recognise placeholders with camel case formatting in the smart automation process.
Improved the speed of performance mode within Template Packs.
BUG FIXES:
Resolved an issue that was preventing mass upload of users in certain scenarios.
Resolved an issue that was causing Parties to be duplicated within a template.
Resolved an issue that was preventing Template Packs from being launched in certain niche scenarios.
Release v4.1.9
FEATURES:
.Docx document downloads can now contain hidden clause tags. These tags can be used to enhance the accuracy of Word-based AI tools
Introduced the capability to include conditions within loops within a clause.
IMPROVEMENTS:
Various improvements and optimisations to the .docx import and export process.
Various improvements and optimisations to the legacy template conversion process.
Added support for setting up a CC email within the send document workflow.
Various improvements and optimisations to the smart automation process.
Implemented a dedicated tab for metadata settings within the organisation settings.
Enhanced the use of links by ensuring they always open in a new tab.
Added support for displaying the document count next to the folder name.
BUG FIXES:
Various bug fixes and optimisations to Datasheets.
Resolved an issue that was preventing the download of generated documents and questionnaires with auto-names containing special characters.
Resolved an issue that was preventing the activity log for the send document workflow from displaying the recipient's name.
Resolved an issue that was causing changes made to the question text within a Template Pack questionnaire not to save.
Resolved an issue that was causing explanatory text to be displayed inconsistently when loading the questionnaire within a template pack.
Release v4.1.8
FEATURES:
Users can now choose specific files to download as PDFs when .docx files are restricted during mass downloads.
IMPROVEMENTS:
Improved the performance of Template Packs
BUG FIXES:
Various bug fixes and optimisations to Template Packs.
Release v4.1.7
FEATURES:
Avvoka’s editor now supports embedding files within the template / document, which can be included in the exported .docx file.
Navigate to the “Insert” tab and choose “Insert embedded file”, in order to upload a file that will be included as an icon in the document body.
Note: embedded PDFs can only be opened in a docx file on a Windows machine (unsupported by MacOS).
Default values for select
You now have the option to either use the select options as your default values or to add a custom default value that is not part of the select options.
IMPROVEMENTS:
Enhanced the display of lengthy text in the questionnaire by incorporating a "Show More" button.
Enhanced the "Force to completed folder" functionality by incorporating a dedicated button within the document.
Performance increase for typing in the editor on very long documents.
BUG FIXES:
Resolved an issue that was causing an error when attempting to use multi-select within a form.
Resolved an issue that was causing Smart Automation not to generate questions for certain attributes.
Resolved an issue that was causing informatory text to be displayed inconsistently in certain niche scenarios.
Release v4.1.6
FEATURES:
Hidden questions
You can now specify questions that should be hidden in the questionnaire.
Note: questions will still be visible via the API.
Attribute Library Folders
Attribute library folders have been built to provide users with more control and flexibility when managing their attributes.
Folders are now visible within the main index of the “Attribute library” page (and can be toggled off).
The “Groups” concept can now be applied to attributes and attribute library folders directly.
New right sidebar to include descriptions and manage access.
For more information and guidance, please reach out to your Avvoka contact.
IMPROVEMENTS:
Various improvements and optimisations to the document entry saving process.
Various improvements and optimisations to the legacy template conversion process.
Added support for disabling internal comments when documents are exported (including for negotiation roundtripping).
Added the ability to justify the deletion of a document through a “reason” column within the deletion dashboard.
BUG FIXES:
Resolved an issue with Template Packs that was preventing the display of all folders accessible to users with onboard rights.
Resolved an issue that was causing operations inserted within a template to appear in the attribute library dialog.
Resolved an issue that was causing a document to freeze when using dependent list in certain niche scenarios.
Release v4.1.5
FEATURES:
Added support for organisation support users to view related documents from within the original document.
IMPROVEMENTS:
Improved looping of attributes by adding support for looped auto-attributes.
BUG FIXES:
Resolved an issue that was causing an error when attempting to change party and role name in the add participant workflow.
Resolved an issue that was causing the currency dropdown to display behind the question card in the document questionnaire when attempting to select currency in certain niche scenarios.
Resolved an issue that was causing documents generated via Forms not to be displayed in My documents.
Resolved an issue that was causing certain clauses to be inserted with blank names.
Resolved an issue that was causing the document questionnaire to freeze for specific templates.
Release v4.1.4
IMPROVEMENTS:
Added support for subdomains in iManage.
BUG FIXES:
Resolved an issue that was causing the mass-publish button to fail.
Resolved an issue that was causing mass-generated documents not to carry over the correct name when duplicated.
Resolved an issue that was causing errors when setting a default value for Select type questions.
Resolved an issue that was causing conditions to be inconsistent when duplicating a document.
Resolved an issue that was causing archived users not to be removed from groups.
Release v4.1.3
FEATURES:
Added the ability to insert clauses from the Clause Library to the negotiation editor
Organisation-level setting to disable Live preview
This setting will change the default maximum number of conditions in the template after which live-preview is disabled (this number can be overridden in individual templates).
As an Organisation Support user, navigate to the “Support” tab.
Navigate to your organisation and open “Default user settings”.
Scroll down to “Default number of conditions in a document after which live-preview is disabled”.
Added ability to mass send multiple documents to iManage.
Docusign tags in the editor
You can now embed native Docusign tags in the editor, that will be picked up by our integration.
You can now add explanations to your clause tags
Clause Library Folders
Clause library folders have been built to provide users with more control and flexibility when managing their clauses.
Folders are now visible within the main index of the “Clause library” page (and can be toggled off).
The “Groups” concept can now be applied to clauses and clause library folders directly.
New right sidebar to include descriptions and manage access.
For more information and guidance, please reach out to your Avvoka contact.
Added support for 'Custom' region in AdobeSign so users with custom instances can use the integration.
URL whitelist
An organisation-level setting that can be used to specify URLs that users can be redirected to without confirmation.
As an Organisation Support user, navigate to the “Support” tab.
Navigate to your organisation and open “Default user settings”.
Scroll down to “URL whitelist” to add your specified links.
Added the ability to add attachments to custom email templates
You can now export attributes/operations to their respective libraries
IMPROVEMENTS:
Updated UI of template dialogs to be more succinct.
Optimisations to table rows.
Various improvements and optimisations to the .docx import and export process.
Extended "force to complete” to documents in a “Created” state.
Added new button to mass send folder flow for DocuSign integration that redirects you to the batch you just sent.
Added support for custom fields to DocuSign send folder flow.
Allowed users to choose one of the select dropdown options as a specified default
BUG FIXES:
Resolved an issue that prevented changing the profile for an operation within the operation library.
Resolved an issue that was causing clause variants to appear inconsistently in certain niche scenarios.
Resolved an issue that was causing the Forms dashboard to freeze when attempting to unpublish a template.
Resolved an issue that was causing inconsistencies with email recipients.
Resolved an issue that was causing a document to freeze when attempting to answer a Select or Dependent list question.
Resolved an issue that was causing the PDF questionnaire to be inconsistent in certain niche scenarios.
Resolved an issue that was preventing all documents being sent to counterparties when using mass-send.
Resolved an issue that was causing System groups to be created for archived profiles.
Resolved an issue that was causing an error when attempting to manually create a Related document.
Resolved an issue that prevented changing the name of an attribute from the attribute store.
Resolved an issue that was causing Live preview not to work with Template Packs.
Various bug fixes and optimisations to the Template Packs conflict resolution process.
Resolved an issue that was causing the legacy template conversion process to be inconsistent in certain niche scenarios.
Resolved an issue that was preventing comments from being made external.
Resolved an issue that was causing condition logic not to be set correctly when backspacing in the condition widget.
Resolved an issue with Drive that was preventing files from being previewed.
Resolved an issue that was causing inconsistencies when exporting within Live Demo.
Solved an issue where legacy footnotes could not be rendered in the correct position in the onboarder.
Various bug fixes and optimisations to Template Packs.
Resolved an issue that was causing the questionnaire to freeze where legacy clause library clauses existed in the template.
Release v4.1.2
FEATURES:
Mass-publish templates
You can now mass publish templates using the “Publish templates” button.
Added ability to rename documents in the Add attachment workflow
You can now rename/add an autoname to your uploaded documents in the Add Attachment workflow.
Added the ability to rename Document attachment(s).
IMPROVEMENTS:
Various improvements and optimisations to the .docx import and export process.
Various improvements and optimisations to Forms, including supporting generation of Forms in the UI by Onboarder users.
Various improvements and optimisations to the legacy template conversion process.
Various bug fixes, improvements and optimisations to the template and document editor.
BUG FIXES:
Resolved an issue where the default values for Related Documents were being overwritten in certain edge case scenarios.
Resolved an issue that was causing URL links inserted into a custom email template to become corrupt.
Resolved an issue that was causing loop iterations to be removed inconsistently.
Resolved an issue that was causing loop entries not to be removed when deleting an iteration.
Resolved an issue that was causing Document folders not to appear in Template settings.
Release v4.1.1
FEATURES:
Added the ability to create forms for documents directly through the Avvoka UI.
Tracking document states
You can track the duration a document remains in a specific state by generating a custom report using the following options.
Users can now tag specific paragraphs in a template and assign them a Clause Tag.
Additionally, there is a new “Lock tagged clauses” workflow action that allows users to lock editing of tagged clauses in documents, subject to approval.
Integration with Entra ID (formerly Azure AD) to pull an address book from Entra ID into a read-only datasheet on Avvoka that can be refreshed at set intervals.
New template folders
Template folders have been rebuilt to provide users with more control and flexibility when managing their templates.
Folders are now visible within the main index of the “Templates” tab (and can be toggled off).
The “Groups” concept can now be applied to templates and template folders directly.
New right sidebar to include descriptions and manage access.
For more information and guidance, please reach out to your Avvoka contact.
Users can now remove loop iterations in all documents.
You can now manage participants when using Document mass-publish
IMPROVEMENTS:
We now allow organisation admin users to import docx roundtripped files that did not originate from the relevant template being uploaded into.
Various bug fixes and optimisations to Template Packs that contain required fields that are subject to visibility conditions.
Various enhancements and optimisations to the .docx import and export process.
Added support for Danish in the “In Words” operation.
Various bug fixes, improvements and optimisations to the template and document editor.
Improvements and optimisations to the live update system for the document questionnaire.
Datasheets are no longer paginated, and now scroll infinitely.
Updated the conditional threshold for when document live preview will be automatically disabled to 200.
Extended support for heatmaps to include changes to Clause Library clauses.
Optimised performance of the document questionnaire when live preview is disabled.
Added character validation to prevent users from using the characters “>” and “<” in template and document titles.
Optimised performance of Legacy packs.
Loop-based related documents will now be added and removed as loop iterations are added and removed, provided the workflow setting to reactivate the action is selected.
BUG FIXES:
Resolved an issue that prevented an error message from appearing when a non-whitelisted email was added to a document.
Resolved an issue that was causing an error when attempting to remove a multi-select answer.
Resolved an issue with the conflict validation process for dependent datasheets.
Resolved an issue that was causing errors when using auto-name attribute with template packs in certain niche scenarios.
Resolved an issue that was preventing users from accepting deletions in documents.
Resolved an issue that was causing an error when applying Smart Automation to a template containing brackets in certain niche scenarios.
Resolved an issue that was causing live demo answers to flicker.
Resolved an issue that was causing answers selected in the Document questionnaire not to be saved.
Resolved an issue that was causing discrepancies between labels in My documents and Drive.
Resolved an issue that was causing automatic attributes not to populate in the Document Questionnaire.
Resolved an issue that was causing cross references placed within lists to appear inconsistent when importing into Avvoka.
Various bug fixes and optimisations to informatory text.
Resolved an issue that was allowing users to permanently delete documents when using legacy document folders.
Resolved an issue that was causing issues when using approval workflows with performance mode template packs in certain niche scenarios.
Resolved an issue that was allowing users to accept/reject tracked changes when not in control of a document.
Resolved an issue that was causing dropdowns associated with looped questions to appear inconsistently.
Resolved an issue that was causing errors when using Diagnostics within Template Packs.
Resolved an issue that was causing content after a Clause Library entry to be deleted in certain niche scenarios.
Resolved an issue that was causing visual bugs with titles when using legacy packs.
Resolved an issue that was causing counterparties with questionnaire rights to be able to add comments to documents.
Release v4.1.0
FEATURES:
Add pop-out informatory text tied to questions in the document questionnaire.
Allow users to upload a custom tab favicon and create a title for whitelabels.
New operation to allow users to create a hyperlink.
Parameters:
String – Link title
String – Hyperlink
String – Fallback text if hyperlink is not present
Allow users to insert system attributes into email templates.
Datasheet selects can now be set up to be made dependent on other datasheets.
Datasheet imports now also include conflict detection with these dependencies.
IMPROVEMENTS:
Improvements and optimisations to the template and document editor.
Added further validation to the template save button to ensure that all elements of the template are fully loaded.
Performance optimisations for organisations with a large number of Clause Library clauses.
Improvements and optimisations to the .docx import and export system.
Updated option wording for the ‘Send document’ workflow action to be clearer for users.
Updated template-selection dropdown for heatmaps.
Optimisations to the template questionnaire to ensure greater stability and performance.
Allow users to also download .pdf blueprints when downloading blueprint documents.
Templates will now automatically save after a .docx has been imported into the template.
Performance improvements for questionnaires of legacy template packs.
BUG FIXES:
Resolved an issue with loops when importing .avvoka files.
Resolved various minor issues with footnotes when using the footnote editor.
Resolved various minor bugs with the template and document editor.
Resolved an issue that was causing errors when using nested datasheets with related documents in certain niche scenarios.
Resolved an issue that was causing race conditions when using the datasheet<>document sync.
Resolved an issue that was causing document auto-naming to break in certain niche scenarios.
Resolved a visual issue with labels on the My documents / Drive pages.
Resolved an issue with deleting generation conditions from template packs in certain niche scenarios.
Resolved an issue that was causing question from removed templates to continue to appear in template packs.
Resolved an issue with template saving that was causing issues with publishing a template.
Resolved an issue with expanding and contracting of document questionnaire cards.
Resolved an issue with inserting Clause Library clauses into templates that was causing errors in certain niche scenarios.
Various bug fixes relating to the integration with DocuSign.
Resolved an issue that was causing tables of contents to appear in the footnote editor.
Resolved an issue that was causing counterparties to be able to access custom email templates.
Resolved an issue that was displacing footnotes in templates.
Resolved an issue that was causing labels in Drive and My documents to go out of sync.
Resolved an issue that was preventing users from removing an attachment that was added to the document via the questionnaire.
Resolved an issue that was preventing users from running comparisons on completed documents.
Resolved an issue that was causing visibility conditions for conditions to be set on itself.
Resolved an issue with collapsing question text in the document questionnaire.
Resolved an issue that was causing workflow actions to duplicate on template save.
Resolved an issue that was causing errors when trying to generate and download custom reports that included document links.
Resolved an issue that was causing explanatory text in template pack questionnaires to reset in certain niche scenarios.
Resolved an issue that was duplicating questions in template packs.
Resolved an issue that was causing issues with the auto-name feature for template packs.
Resolved an issue that would cause issues when using datasheets with template packs in certain niche scenarios.
Resolved an issue that was causing errors when trying to resolve questionnaire conflicts in template packs.
Resolved an issue that was causing errors with operations being used as auto-name attributes.
Resolved an issue with the dropdown for template heatmaps.
Resolved an issue that was causing errors when using attributes with titles containing an ampersand.
Resolved an issue that was preventing loops in tables from being selected in workflows.
Release v4.0.9
FEATURES:
New option to automatically accept changes when updating Datasheet values
Allow users to insert attributes and operations from their respective libraries into Clause Library clauses.
IMPROVEMENTS:
Backend improvements and optimisations to integration authorisation frameworks.
Improvements and optimisations to the .docx import and export system.
Various improvements and optimisations to the editor.
Added Danish date locales for date questions.
Improvements and optimisations to validation when .xlsx answers into the document questionnaire.
Added more useful information into error messages when importing .avvoka files.
Improvements and optimisations to the legacy template converter.
Organisation Support users will now default to opening the Documents page when they first log in.
Updates to various application alert toasts.
BUG FIXES:
Resolved an issue that was causing naming issues with related documents.
Resolved an issue that was causing issues with datasheet permissions.
Resolved an issue that was allowing users to add block conditions over entire tables with loops.
Resolved an issue that was preventing users from removing certain filters in custom reports.
Resolved an issue that was causing labels to display incorrectly on the documents page.
Resolved an issue that was causing issues when trying to generate documents from template packs with required questions.
Resolved an issue that was causing the duplication of roles when saving multiple times without refreshing the page.
Resolved an issue that was causing issues when exporting and importing templates with dependent datasheet questions as .avvoka files.
Resolved an issue with template saving that was causing errors in certain niche scenarios.
Resolved an issue with the new template save system that was causing certain buttons to not refresh after a save.
Resolved an issue that was causing errors with downloading attachments that have been added via a workflow.
Resolved an issue that was causing errors with adding participants via workflows in certain niche scenarios.
Resolved an issue that was causing missed clicks when trying to import operations from the Operations Library.
Resolved an issue that was causing visual errors when saving answers in the template Live Demo and using them in the document questionnaire.
Resolved an issue that was preventing automatic document names from working with related documents in certain niche scenarios.
Resolved various minor issues with the new footnote editor.
Resolved an issue that was causing the wrong user to appear in a template’s version history.
Release v4.0.8
FEATURES:
Added support for displaying the link to documents in custom reports.
Added support for automation and formatting in footnotes for agreement documents.
Legacy loop resolving logic
Added a compatibility mode to allow templates to be set to use the legacy loop resolving logic for the questionnaire.
In the template:
Navigate to the 'Advanced' tab
Select from 'Modern Mode' or Legacy Mode' under 'Questionnaire loop resolving logic'
At the organisation level:
Navigate to 'Default user settings'
Select from 'Modern Mode' or 'Legacy Mode' under 'Default questionnaire loop resolving logic for templates in the organisation'.
Note: this setting will only affect newly created templates.
Added new option in the 'Send document' workflow action to allow users to choose recipient information from document attributes.
Saving a template is now done without needing to reload the page.
'Add attachment' workflow action
New workflow action that allows users to always add an attachment to a document based on workflow triggers.
IMPROVEMENTS:
Various improvements and optimisations to the .docx import and export system.
Tooltip updates.
Improvements and optimisations for the performance of the editor.
Expanded list of acceptable formats to be uploaded.
Improvements to error handling when signing with DocuSign.
BUG FIXES:
Resolved an issue that was causing datasheets not to work with template packs in certain niche scenarios.
Resolved an issue that was causing ampersands to be unencoded in the 'Document Details' section of a document.
Resolved an issue that was causing issues with deleting parties from a template.
Resolved an issue that was causing issues when deleting attributes from a template in certain niche scenarios.
Resolved an issue that was causing issues with the 'Done' button in the questionnaire.
Resolved an issue that was causing the DocuSign iframe to fail by instead using a redirect.
Resolved an issue that was adding markdown formatting to the section sidebar in the document questionnaire.
Release v4.0.7
FEATURES:
Added the ability to manually trigger the template auto-save function by clicking
CTRL+S
/CMD+S
.
IMPROVEMENTS:
Backend improvements and optimisations to the document entry saving process.
Improvements and optimisations to API response time.
Various improvements and optimisations to the .docx import and export system.
BUG FIXES:
Resolved an issue that was preventing access to multiple DocuSign mass-send dashboards.
Resolved an issue with the template pack export process that was causing issues when re-importing the template pack in certain niche scenarios.
Resolved an issue that was causing errors when searching for documents with double-quotation marks.
Various bug fixes relating to roles and parties.
Release v4.0.6
IMPROVEMENTS:
Various improvements to the .docx import and export system.
Enhanced performance of the editor.
Updated wording for guest access.
BUG FIXES:
Resolved an issue that was causing new versions of clauses in the Clause Library to save incorrectly in certain niche scenarios.
Resolved an issue that was causing Datasheet entries to be duplicated in certain niche scenarios.
Resolved an issue that was causing Agreement mode to remove formats/styles in live preview.
Resolved an issue that was causing automatic document names not to be retained in Related documents.
Resolved a visual issue in the template questionnaire relating to the re-ordering of questions.
Resolved an issue that was causing issues when using numbering in clauses in the Clause Library.
Release v4.0.5
IMPROVEMENTS:
Various improvements to the .docx import and export system.
Added more questionnaire card labels for different question types.
BUG FIXES:
Resolved an issue that was causing the currency symbol not to appear in Live Demo.
Resolved an issue that was causing Datasheet values not to appear in Live Demo.
Resolved various issues related to the document questionnaire and template pack questionnaire.
Resolved an issue that was causing Datasheets entries not to update in certain niche scenarios.
Resolved an issue with the Add participant workflow that was causing issues with the addition/removal of participants in certain niche scenarios.
Resolved an issue that was causing the Attribute store not to display the correct icons and links for conditions.
Resolved an issue that was preventing placeholders from being edited in the template body.
Resolved an issue that was causing inline conditions to break when inserting an operation.
Release v4.0.4
FEATURES:
Organisation level setting to manage attachments in signed/completed documents
Ability to enable/disable editing of attachments for signed/completed documents.
Navigate to your organisation via the Support tab
Navigate to Default user settings
Scroll down to Block editing of attachments for signed/completed documents
Performance mode for Template Packs
Performance mode for Template Packs greatly increases the speed of the pack questionnaire, at the expense of live-previews of the documents.
With performance mode activated, document previews must be manually refreshed.
Importing/Exporting Clauses
You can now import and export clauses in the Clause Library as .docx files.
IMPROVEMENTS:
Added support for automatically deleting a looped dependent datasheet entry via the API.
Added support for filtering documents by template version ID.
Selection for "Own documents" and "All documents" for Org Support users on the documents page will now persist upon page refresh.
Updated the UI/UX of the password creation process for new users.
Added validation for limiting the Document name to a maximum of 255 characters.
BUG FIXES:
Resolved an issue that was causing issues when trying to save a non-dependent list.
Resolved an issue that was causing an error when adding labels in the Drive tab.
Various bug fixes related to the insertion of Clause Library clauses into a template.
Resolved an issue that was causing the date format attribute to persist with the previous format when transitioning to a new one.
Resolved an issue that was causing Lists that are updated dynamically via the API to encode certain characters incorrectly in niche scenarios.
Resolved various .docx import and export issues.
Resolved an issue that was causing the "Scroll to top" button to be incorrectly aligned.
Resolved an issue that was causing attribute to duplicate and break in certain niche scenarios.
Resolved an issue that was causing documents that have been marked as complete to incorrectly load the wrong document body in certain niche scenarios.
Resolved an issue that was causing comment notifications to be received even after document-level notifications have been turned off.
Release v4.0.3
FEATURES:
Added the ability for organisation support users to export and import template packs into a proprietary Avvoka format.
Added a counter for the number of replacements made using the Find & Replace tool.
IMPROVEMENTS:
Removed redundant tabs in the template questionnaire page.
Resolved an issue that was causing footnote indexes to appear in cross references.
BUG FIXES:
Resolved a visual bug in the template workflow builder.
Resolved an issue with the template Live Demo.
Resolved a visual bug that was showing incorrect party names in the template.
Resolved various .docx import and export issues.
Resolved various .docx import and export issues.
Release v4.0.2
FEATURES:
New setting for Organisation Support users under 'Default user settings' to default newly created templates to generate agreement-only documents.
Added the ability for users to duplicate operations within a template.
New dashboard page for batches sent out using the DocuSign Mass-Send integration.
Features include:
Ability to view completion status of recipients.
Ability to make the status dashboard publicly available behind a password-protected page.
Ability to filter envelopes by completion status.
Ability to download envelopes out filtered by completion status.
IMPROVEMENTS:
Various improvements and optimisations to the .docx import/export process.
BUG FIXES:
Resolved an issue with custom questions in template pack questionnaires.
Resolved an issue with migrations to Avvoka Drive.
Resolved an issue with deleted loops in template automation.
Resolved an issue with label-related workflows.
Resolved an issue that was causing issues when using Template Packs with Avvoka Drive.
Resolved an issue that was presenting the option to copy tracked changes into documents duplicated from a new version of the template.
Resolved various .docx import and export issues.
Resolved various issues related to the upgrade of the editor to v16.
Release: v4.0.1
FEATURES:
Ability to add additional files (not created on Avvoka) into DocuSign envelopes.
IMPROVEMENTS:
Added support for Table of Contents to appear within Forms.
Optimised Related Documents.
BUG FIXES:
Resolved an issue that was causing the Document Questionnaire to disappear in certain limited scenarios.
Resolved an issue that was causing a Live Preview window to show for Forms.
Resolved an issue that was causing the colour picker to not work in certain niche scenarios.
Resolved an issue that was causing table headers to be repeated when using .docx import/export.
Release: v4.0.0
FEATURES:
Editor upgraded to v16
Avvoka's custom editor for templates and documents has been upgraded to version 16.
This upgrade comes with a host of backend improvements and a complete refactor of that way documents are structured in Avvoka.
This includes the introduction of the "Order of formats" widget, which allows users to have more granular control over the boundaries of different types of automation.
IMPROVEMENTS:
Added support for Portuguese translation in the Create Related Document and Duplicate Template section.
Added support for the ¤ symbol to be used to activate auto-name attributes.
BUG FIXES:
Resolved an issue that was causing the DocuSign mass-send feature to show incorrect error messages.
Resolved an issue that was causing certain .docx elements to be missing on export.
Resolved an issue that was causing line spacing to be inconsistent when exporting documents as .pdf.
Release: v3.8.1
FEATURES:
Collapse text in questionnaire
Added the ability to collapse longer questionnaire cards which a user can click to expand.
Document Live Preview
Added the ability to enable/disable document Live Preview on a per-template basis.
View information on related documents in the "Retrieve a document" API response
Added information regarding a document's related documents when retrieve the document via the API.
IMPROVEMENTS:
Added support for multiple layers of conditionality when using the "Within" filter in Custom Reports.
Various optimisations and improvements of the .docx import and export engine.
BUG FIXES:
Resolved an issue that was causing users without the ability to manage external comments to be able to reply to external comments.
Release: v3.8.0
FEATURES:
Avvoka Drive
We are introducing a modern and flexible document management system to replace our current system.
Highlight features:
3rd party file uploads
File metadata
Revamped document folders with advanced access management
We will be rolling out Avvoka Drive in stages to our users. If you would like to register your interest in moving to this new system, please reach out to your Avvoka account manager.
Download all attachments to a document
Users now have the ability to include all attachments when downloading a document.
Document duplication options
Users now have more options to retain or remove manually made changes and comments when duplicating a document.
Exporting of document activity log
You can now export the document activity log
IMPROVEMENTS:
Improvements and optimisations to the .docx import and export process.
Organisation Support users can now manage a user's profiles directly from the user's profile.
Added new scaling rules for the condition builder.
Added support for operations to be used as auto-name attributes in the questionnaire.
Optimisations and improvements to the performance of generation of documents in a Template Pack.
Added support for Organisation Support users to mass-upload .avvoka templates directly into a folder.
Improvements and optimisations to the legacy template converter.
Users without the ability to make comments external are also unable to reply to external comments.
Added support for .txt attachments to documents.
Improvements and optimisations for the generation of custom reports.
Organisation Admins and Document Managers can now view deleted documents without having to restore them.
BUG FIXES:
Resolved an issue that was causing incorrect scaling of the section sidebar in the template questionnaire.
Resolved an issue that was causing approval dialogue menus to disappear too quickly.
Resolved an issue that was causing issues when saving multiple users into a newly created profile.
Resolved an issue that was causing problems with scrolling in the template questionnaire.
Resolved an issue that was causing a visual glitch with dropdown menus in the document questionnaire in certain niche scenarios.
Resolved an issue that was causing issues with sections and auto-name attributes.
Resolved an issue that was causing overlapping buttons in DocuSign envelopes tab.
Resolved an issue that was causing incorrect display of the "&" symbol in the user names.
Resolved an issue that was causing issues when searching for specific characters in other languages.
Resolved an issue that was causing an error in custom reports when entering an invalid date value.
A number of small bug fixes for Template Packs.
Resolved an issue that was causing templates to move out of a folder in certain niche scenarios.
Resolved an issue that was causing issues with certain images when exporting a .docx.
Resolved an issue that was causing issues with certain cross references when exporting a document as a .docx.
A number of small bug fixes for System Templates.
Resolved an issue that was causing the incorrect sanitisation of text within angled brackets when using the template autosave.
Resolved an issue that was allowing document attachments to be changed after the document was completed.
Resolved an issue that was causing Live Demo for Create users to throw errors.
Resolved an issue that was causing loops within tables to be displaced when Template Roundtripping.
Resolved an issue that was causing issues when downloading document comparisons.
Resolved an issue that was preventing the conversion of legacy templates in certain niche scenarios.
Resolved an issue that was causing errors when exporting Lists in certain niche scenarios.
Resolved an issue that was causing Datasheets to still be linked to Documents that have been deleted.
Resolved an issue that was causing the style of Footnotes not to be retained when exporting a .docx.
Resolved an issue that was causing an error when attempting to add/remove labels from a document directly.
Release: v3.7.11
FEATURES:
Download all documents from DocuSign within a DocuSign Envelope batch.
We've added the ability for a user to download all documents from DocuSign within a DocuSign Envelope batch.
IMPROVEMENTS:
Optimisations and improvements to .docx export process.
Optimisations and improvements to legacy template converter.
[DocuSign] Added support to be able to split the executed document and the signing certificate into two attachments.
BUG FIXES:
Resolved an issue that was causing incorrect display of new lines in operations in docx export.
Resolved an issue that was causing an issue with displaying cross-references in exported .docx documents in certain niche scenarios.
Resolved an issue that was causing an error while importing the docx file containing a link to a part of the docx.
Resolved an issue with the "Format number" operation which caused formatted numbers to be displayed incorrectly.
Resolved an issue that was preventing the addition of all users to a folder in certain niche scenarios.
Resolved an issue that was causing issues when using loops with related documents in certain niche scenarios.
Resolved an issue that was causing issues with generating documents from system templates.
Resolved an issue that was causing the "Show condition logic" button in Live Demo to raise an error.
Resolved an issue that was causing the 'Done' button to flicker in certain niche scenarios.
Resolved an issue with .docx import that was causing errors when uploading a document with a empty footnote(s).
Resolved an issue that was causing sections with auto-name attributes to display incorrectly.
Resolved an issue that was causing longer questions to display incorrectly in the questionnaire.
Release: v3.7.10
FEATURES:
Guest access only
You can now restrict new participants who have been invited into a document to only gain access to the document via guest access.
Steps:
Open the template you would like to use
Navigate to the
Advanced
settings tabTick the checkbox under Guest Access.
You can now tick a secondary box to restrict new participants to guest access only.
Default Sidebar View
You can now set how you would like to view the sidebar within document and/or within templates.
Steps:
Navigate to user
Settings
Then click on
General settings
Scroll down to
Left sidebar default view
IMPROVEMENTS:
Improvements and optimisations to the .docx conversion process.
Improvements and optimisations to the .docx import and export process.
Improvements and optimisations for the Template Pack generation process.
BUG FIXES:
Resolved an issue within email templates that was causing inline conditions to be displayed incorrectly.
Resolved an issue with cross-references that was causing the number relative context not to work correctly in certain niche scenarios.
Resolved an issue with bookmarks which was causing paragraphs to be displayed incorrectly.
Resolved an issue that was causing documents to be accessible without completing the questionnaire first by users who do not have manager-level rights.
Resolved an issue that was causing spacing to be inconsistent within tables when using roundtripping.
Resolved an issue that was causing errors when attempting to create a Template Pack in certain niche scenarios.
Resolved an issue that was preventing support users from creating template(s) directly from the Support tab.
Resolved an issue that was causing documents with certain image attributes to not export correctly in certain niche scenarios.
Release: v3.7.9
FEATURES:
Added ability to search through the attribute auto-name menu.
Organisation Support users are now able to mass-import .docx files as templates without automation.
New setting for Text questions to restrict input to a single line.
Toggle Document Live Preview
You can now toggle between opening or closing the live preview screen in document questionnaires by default.
Navigate to
Settings
Then to
General settings
Scroll to
Document live preview
Comment visibility
You can now choose which roles can set comments as internal/external (enabled by default)
Navigate to the
Parties
tab within your templateSelect your role and click on
⋮
Toggle
Change visibility of comments
Reworked Document Filters
The Document search bar has been integrated with Filters along with support for filtering by Labels.
Added the ability to trigger a workflow via Form Response submission.
IMPROVEMENTS:
Added support for displaying document live previews for complex agreement documents.
Improvements and optimisations to the .docx conversion process.
Added support for updating the
Updated at
timestamp when Datasheet entries are updated.Optimisations to legacy template converter.
BUG FIXES:
Resolved an issue that was causing errors when encoding certain special characters.
Resolved an issue with .docx import that was causing bookmarks to be processed incorrectly.
Resolved an issue that was causing the session timeout dialog to be displayed below certain elements.
Resolved an issue with document preview for agreement documents that was causing numbering to merge with paragraphs.
Resolved an issue that was causing Documents with Approval workflows not to prompt for the recipient's details in certain niche scenarios.
Resolved an issue that was causing Pagebreaks and Bookmarks to display incorrectly in certain niche scenarios when importing a .docx.
Resolved an issue that was causing toggle split to be displayed incorrectly.
Resolved an issue that was causing Datasheet entries not to be linked to nested Datasheets.
Resolved an issue that was causing hyperlinks to be displayed incorrectly when importing a .docx.
Resolved an issue that was causing issues with template autosave.
Release: v3.7.8
FEATURES:
Added pagination for accessing all versions of a template.
New operation
Compact
that removes blank iterations from an array.Added the ability to user attribute values for email address and name to add participants to documents and related documents.
Added more options for custom ranges for Number and Date question types.
IMPROVEMENTS:
Reworked workflow validations for templates on save.
Added support for loop-based related documents in Advanced Template Packs.
Various improvements to the template converter.
Various operations can now be applied to arrays.
Added support for custom questions in loops in Advanced Template Packs.
Improvements and optimisations to the .docx conversion process.
Added support for retaining Bookmarks when importing and exporting .docx.
Added support for custom Footnote/Endnote marks when using .docx.
BUG FIXES:
Resolved an issue that was causing issues with template saving in certain niche scenarios.
Resolved an issue with external hyperlinks.
Resolved an issue with Template Packs that was causing issues with the Suggest Visibility Condition functionality.
Resolved an issue that was causing Datasheet headers with full stops not to save.
Resolved an issue that was causing issues with the navigation buttons for sections in Live Demo.
Resolved an issue that caused the Parties tab in documents not to appear.
Resolved an issue that was causing issues with sections in the document questionnaire.
Resolved an issue that was causing text to overflow when using Document Filters.
Resolved an issue with Live Demo that was causing the questionnaire to fail loading in certain niche scenarios.
Resolved an issue that was causing links containing ampersands to show as
&
Resolved an issue that was causing cross-references in a .docx to be inconsistent when importing/exporting into Avvoka.
Resolved an issue that was causing issues with the document delete button.
Resolved an issue that was causing the DocuSign authorisation redirect to fail in certain niche scenarios.
Resolved an issue that was causing hyperlinks not to be retained on .docx export in certain niche scenarios.
Resolved an issue that was causing issues with the Form questionnaire.
Resolved an issue with API document creation that was causing errors when using dependent lists with French accented characters.
Resolved an issue with the editor for headers & footers and the Clause Library.
Resolved an issue that was causing template autosave to fail in certain niche scenarios.
Resolved an issue with API document creation when applying certain date validations.
Resolved an issue that was causing issues while renaming a document.
Resolved an issue with date displays for Mozilla Firefox.
Release: v3.7.7
FEATURES:
Sections will now automatically disappear if there are no questionnaire items contained within them.
Various upgrades to select options including:
Dynamically collected options can now have visibility conditions applied to them.
Dynamically collected options can now have labels assigned to them.
Options can now be re-ordered.
Lists and dependent lists can now be re-ordered.
IMPROVEMENTS:
Added support for retaining strikethrough text when importing/exporting a .docx.
Various optimisations to the document generation process.
Improved the handling of external links by adding support for more flexible URLs and a disclaimer when clicking on an external link.
BUG FIXES:
Resolved an issue that was causing clause library entries not to be retained when downloading as a .docx.
Resolved an issue around generating documents via the API without a valid user id.
Resolved an issue that was causing images to disappear from a document after roundtripping.
Resolved an issue that was causing certain dropdowns to appear behind other elements in template questionnaire.
Resolved an issue that was causing downloaded PDFs to be locked against certain Adobe functions.
Resolved an issue that was preventing small-length documents from being signed.
Release: v3.7.6
FEATURES:
Added the ability to toggle between currently used styles and all styles in templates and documents.
IMPROVEMENTS:
Live Demo has been reworked to be more robust and better reflect the questionnaire in a template.
Added support for preserving template webhook settings when exporting a .avvoka file.
Improved .pdf export by automatically retrying conversion after one failed attempt.
BUG FIXES:
Resolved an issue that was causing looped multi-select questions not to save.
Resolved an issue that was causing certain comparison operators to fail when enabling TINA.
Resolved an issue that was causing the Italian date locale to be incorrectly processed.
Resolved an issue that was removing certain icons in the template Attribute Store.
Resolved an issue that was causing attributes imported from the Attribute Library not to be automatically populated.
Resolved an issue that was causing errors when attempting to use heatmaps.
Resolved an issue that was causing a validation error when using an approval trigger with two actions.
Resolved an issue that was causing errors when using Dependent List and dependent Datasheet values in certain niche scenarios.
Release: v3.7.5
IMPROVEMENTS:
Added more validations to the creation process of workflows.
Various improvements and enhancements to the bulk DocuSign integration.
Optimised the handling of rapid updates to entries in the document questionnaire.
BUG FIXES:
Resolved an issue that was causing footnote values containing the & symbol to be deleted as well as any subsequent characters when exporting a .docx.
Resolved an issue that was causing errors with certain null document settings.
Creating an attribute that also sits in the attribute library will now automatically import the question settings from the library.
Resolved an issue that was preventing participants with controller rights from deleting the document from the 'My documents' page.
Resolved an issue that was causing the size of an image in a document not to be retained when exported as a .docx.
Release: v3.7.4
FEATURES:
Dynamic Select
Avvoka's Dynamic Select feature empowers users to create dynamic and customizable dropdown menus in their questionnaires.
New advanced setting for templates that allows a user to enable or disable the tracking of changes made via the document questionnaire.
Added support for selecting all Documents in a Folder to perform actions.
IMPROVEMENTS:
Improved performance for Advanced Template Packs.
Added help text to loop conflicts in Advanced Template Packs.
Advanced Template Packs now has support for sections, duplicate prevention, and live preview toggling.
Attributes are now case sensitive.
BUG FIXES:
Resolved an issue that was causing the document preview to break.
Resolved an issue that was causing .docx imports containing number-type tabs to be displayed incorrectly.
Resolved an issue with questionnaire permissions.
Resolved an issue that was causing the
&
symbol to display incorrectly in templates.Resolved an issue with the template converter that would prevent the import of certain templates into Avvoka.
Resolved an issue that was causing certain actions to be unavailable after searching for a document.
Resolved an issue that was causing an incorrect document ID to be retrieved when using Advanced Template Packs.
Resolved an issue that would prevent adding comments to documents in certain niche scenarios.
Resolved an issue that was causing errors due to spaces when converting certain documents using the template converter.
Resolved an issue that was causing conditions set up at the clause library level to break in templates.
Resolved an issue that would sometimes cause the incorrect organisation to be selected in custom reports.
Resolved an issue that was causing errors when using large-size images in Headers & Footers.
Resolved an issue that was causing errors when importing a .csv into datasheets in certain niche scenarios.
Resolved an issue when using Live Demo with "show condition logic" enabled that was causing templates exported as a .docx not to show the condition logic.
Resolved an issue that was causing errors when attempting to retrieve documents that contain operations with no values via the Avvoka API.
Release: v3.7.3
IMPROVEMENTS:
Template Packs UI/UX improvements.
Added support for viewing operations in templates using the Avvoka API.
BUG FIXES:
Resolved an issue that was causing documents that are blocked by an approver workflow to still be able to be downloaded.
Resolved issues with Template Packs that was causing errors in certain niche scenarios.
Resolved an issue with Datasheets that was causing imports to fail when cells are referenced.
Resolved an issue that was causing errors when attempting to download the questionnaire from Live Demo.
Release: v3.7.2
FEATURES:
Sysdate Operation
A new operation to allow a user to extract the document creation date.
New features for custom reports:
Filtering of a documents based on workflow states
Show all participants in documents, separated by roles
More advanced date filtering to allow filtering based on whether date values fall within a certain period
IMPROVEMENTS:
Improved performance when importing a docx into Avvoka.
Enhanced Send document workflow by adding option to "Automatically send all attached documents when workflow is triggered".
Added ability to reset the iManage Customer ID in organisation settings.
Added support for autoname in Template Packs.
BUG FIXES:
Resolved an issue that was causing folders to be displayed incorrectly.
Resolved an issue that was causing dependent lists to work improperly when used with an operation.
Resolved an issue that was causing errors due to the length of a webhook response.
Resolved an issue with analytics that was showing the same user multiple times in stock reports.
Resolved an issue that was causing SEQ fields in .docx to be retained as text when importing into Avvoka.
Resolved an issue that was causing errors when attempting to delete datasheet headers.
Release: v3.7.1
FEATURES:
Document questionnaire fields will now update live if values are changed via the API or by other users in the questionnaire.
IMPROVEMENTS:
Optimisations of the template export into docx.
Better error handling for custom reports with a blank sample.
Better error handling for webhook failure codes.
Improved the process for handling save entries for document questionnaires.
Added notifications for date errors when importing a xlsx.
Improved searching through documents.
Added support for capitalising text with hyphens when using the Capitalise operation.
BUG FIXES:
Resolved an issue that was causing related documents not to work in certain niche scenarios.
Resolved an issue when searching for a template that was causing old versions of templates to appear in the results.
Resolved some issues with .csv import for datasheets.
Resolved an issue that was causing an unreadable content error when exporting certain documents as a docx.
Resolved an issue that was causing explanatory text with visibility conditions not to appear.
Resolved an issue that was causing errors when using loops in agreement mode.
Resolved an issue that caused changes to reminders not to save correctly.
Resolved an issue with the live-update of values in the document questionnaire.
Resolved an issue that was causing errors when using empty strings in multi-select.
Resolved an issue that was causing multi-level lists to lose their formatting when importing a document to Avvoka.
Resolved an issue that was causing errors when filtering through documents by attributes.
Resolved an issue that was causing errors when importing certain .docx documents into Avvoka.
Resolved an issue that was causing cross-references to not appear correctly when exporting a document as a .docx.
Resolved an issue that was causing errors when exporting documents via the API.
Resolved an issue with toggle split for agreement documents.
Resolved an issue that would allow comments to be added to a document that is locked to another party.
Release: v3.7.0
FEATURES:
Advanced Template Packs
Introduction of a single questionnaire for the entire pack and more powerful conditionality across the suite of documents that are generated.
BUG FIXES:
Resolved an issue that was causing changes to profiles to be incorrectly saved.
Resolved an issue with the modal that appears when concurrent sessions are detected.
Resolved an issue with non-organisational users having access to template packs.
Resolved an issue that was causing default values to load incorrectly in the document questionnaire.
Resolved an issue with toggle split that was showing document navigation buttons even if only one document is present.
Resolved an issue that was causing issues with toggle split for agreement documents.
Resolved an issue that was causing the questionnaire to render incorrectly in niche scenarios.
Release: v3.6.21
FEATURES:
Integrate SharePoint Libraries with Avvoka
You can now integrate Microsoft SharePoint Libraries with Avvoka allowing for seamless storage of Avvoka documents in SharePoint. To learn more, reach out to your Avvoka contact!
Migrating all user's email address domain
Organisation Support users can now mass-migrate the email domain of their users.
At Operation
Allows you to pinpoint the value in an array.
BUG FIXES:
Resolved an issue that was causing errors when uploading a large document.
Release: v3.6.20
FEATURES:
Split Operation
Takes a string and splits out into array based on a specified separator.
Setting default view for My Documents
By navigating to General settings you can set a Default view in 'My documents'.
For Organisation Support users:
Navigate to the Support tab, click on your organisation, and click Default user settings.
Loop-based related documents
You can use a workflow to generate documents based on the number of loop iterations.
Add participant/approver workflows can now automatically add a specified user or contact group without needing the user to specify the participant/approver.
IMPROVEMENTS:
Added support for Datasheets as a question type in the Attribute library.
Updated the wording of certain buttons during the approval pending stage.
Added an extra column to the API key page indicating the user who created the API key.
BUG FIXES:
Resolved an issue that was causing the "Attribute as array" operation not to work in certain niche scenarios.
Resolved an issue that was allowing users to save a template without selecting an email template in the "Send document" workflow action.
Resolved an issue that was causing the default numbering type not to be set to multi-level when exporting a .docx.
Resolved an issue that was causing indentation formatting to become skewed in certain niche scenarios.
Release: v3.6.19
FEATURES:
PDF files downloaded from PDF blueprint documents can now be set as unlocked in the template advanced settings.
IMPROVEMENTS:
Implemented some improvements to the legacy template converter.
Improved the scheduling system for custom reports.
Downloaded .xlsx files will now have numbers aligned to the left.
BUG FIXES:
Resolved an issue that was causing backslashes in template titles to cause documents to break.
Resolved an issue that was causing datasheet questions to break in certain niche scenarios.
Resolved an issue that was causing live demo dropdowns to break.
Resolved an issue with numbering in live preview for agreement documents.
Resolved an issue that was causing date and datasheet values being re-used in the questionnaire to display incorrectly.
Resolved some issues around visibility conditions and loops.
Resolved some issues that were causing workflow reminders to be scheduled multiple times.
Resolved an issue that was preventing capitalisation changes in visibility conditions.
Release: v3.6.18
FEATURES:
Added the ability to delete reminder(s) in the Upcoming Reminders tab.
Added the ability to specify a signature date field when using the mass-send DocuSign integration.
Added the long date format for datasheet values.
IMPROVEMENTS:
Added support for explanatory texts when converting legacy templates into Avvoka templates.
Org Support users can now see which workflows have been triggered or deactivated in the document activity log.
Various application performance optimisations.
To avoid confusion when using sections, the Next button is removed on the last section page.
Improved the handling of values in questions that are hidden via visibility conditions.
Added support for converting a '-' symbol into a bullet point when importing/exporting a .docx.
BUG FIXES:
Import/Export:
Resolved an issue that was causing angle brackets not to be sanitised properly on .docx import.
Resolved an issue with the legacy template converter that was causing conversion errors in niche scenarios.
Resolved an issue that was causing errors in the .docx import process when dealing with non-breaking spaces.
Resolved an issue that was causing errors in the .docx import process when dealing with table styles.
iManage Work:
Resolved some issues with the iManage Work integration when connecting to single-tenant iManage instances.
Datasheets:
Resolved an issue that was causing errors when using Datasheet headers with the same name but different cases.
Documents:
Resolved an issue that was causing live preview not to update when removing loop iterations in agreement mode.
Release: v3.6.17
IMPROVEMENTS:
Added support for endnotes when importing/exporting a .docx.
Improved the tagging for block conditions in headers and footers when importing a .docx.
BUG FIXES:
Datasheets:
Resolved an issue that was causing datasheet values not to be automatically populated via the API.
Release: v3.6.16
FEATURES:
Added the ability to mark the document questionnaire as "visited" when generating a document via the API.
Added the ability to have a live preview of shorter documents even when in agreement-mode.
IMPROVEMENTS:
Improved accuracy when converting legacy templates into Avvoka templates.
BUG FIXES:
Datasheets:
Resolved an issue that was causing errors with datasheets in certain scenarios.
Release: v3.6.15
IMPROVEMENTS:
Added support for reordering display column headers in custom reports.
BUG FIXES:
Documents:
Resolved an issue that was preventing the signing of a two-party non-negotiable document.
Resolved various issues around the signing of one-party documents.
Forms:
Resolved an issue that was causing tracked changes not to be accepted when using Forms.
Release: v3.6.14
FEATURES:
Comparing documents to their base template
You can now compare documents to the template used to generate them (without any placeholders/conditions triggered)
Enable this feature under the template Advanced
setting called Compare generated documents with template
.
IMPROVEMENTS:
Updated translations for the Brazilian Portugese locale.
BUG FIXES:
Resolved an issue that was causing new values in a document to delete those existing values in related documents when visibility conditions were triggered.
Release: v3.6.13
IMPROVEMENTS:
Backend improvements to the .docx import and export process.
BUG FIXES:
Imports & Exports:
Resolved an issue that was causing documents not to preserve highlights when exporting as a .docx.
Resolved an issue that was causing errors when importing a .docx file with empty footnotes.
Resolved an issue that would cause an error when attempting to import a large .docx as a template.
Release: v3.6.12
IMPROVEMENTS:
Added support for downloading document versions with comments as a .docx.
Organisation Support users can now edit all folders in the organisation.
Expanded activity logs to show when certain workflow actions have been executed.
BUG FIXES:
Documents:
Resolved an issue that was preventing a negotiable document to be exported as a .docx.
API:
Resolved an issue that was preventing Organisation Support users from deleting API tokens.
UI:
Resolved an issue that was causing the sidebar not to appear properly in niche scenarios.
Release: v3.6.11
FEATURES:
You can now add a font of your own choice
Follow these steps to do so:
Go to the "Support" page as an Organisation Support user.
Navigate to your organisation and click on "Whitelabel".
Click on "Choose File" under "Font" to upload a font of your choice.
Supported font formats are: .ttf, .woff, .otf and .woff2.
IMPROVEMENTS:
Added profile details when adding users into template folders.
BUG FIXES:
Resolved an issue that was causing datasheet values used in questionnaires not to work properly in niche scenarios.
Release: v3.6.10
IMPROVEMENTS:
Improved error handling of the DocuSign integration.
Improved UI/UX for the creation of custom reports.
Improved error handling of the iManage Work integration.
BUG FIXES:
Email Templates:
Resolved an issue that would cause email templates to crash when attempting to open them as a support user.
Security & Admin:
Resolved an issue that was allowing users to bypass SSO enforcement with a password reset.
Resolved an issue that was causing profiles to incorrectly display for organisation support users
Labels:
Resolved an issue that would prevent some labels from being deleted in niche scenarios.
Documents:
Resolved an issue that was causing documents not to be filtered by "Approval" and "State".
Release: v3.6.9
FEATURES:
You can now track your progress when using mass generation
Avvoka now supports generating documents within your templates
Follow these steps:
Choose the template you want to generate a document from
Click on the upload symbol (upward arrow) and choose "Generate documents from .xlsx"
Choose the .xlsx file you want
IMPROVEMENTS:
Minor change to profile creation in the new admin UI.
BUG FIXES:
Mass generation:
Resolved an issue that was causing the mass-send page to break.
UI:
Resolved some UI issues in the new Support page.
Users:
Resolved an issue that was allowing archived users to log in.
Email templates:
Resolved an issue that was causing specific email templates to break.
Release: v3.6.8
FEATURES:
Revamped Support tab UI
The Support tab (available to Organisation Support users) has received a UI update.
The adding/removing of a label can now be used to trigger workflows.
Added a template-level setting to allow completed documents to be downloaded as a .docx post-completion.
IMPROVEMENTS:
Added support for text frames in .docx imports.
You can now sort the display columns in custom reports.
Organisation Support and Organisation Admin roles have been merged into one.
The add-record button is now always shown in datasheet questions.
The .xlsx questionnaire exported from a document can now be used in mass-generation imports.
Improved UI/UX when mass-generating documents by .xlsx upload.
BUG FIXES:
Documents:
Resolved an issue that was causing issues when displaying specific documents.
Resolved an issue that was causing display issues when forcing multiple documents to complete.
Resolved an issue that was causing operations nested within Text operations to break.
Resolved an issue that was causing PDF blueprints to break.
Questionnaire:
Resolved an issue that was causing some markdown formats not to display properly in the questionnaire.
Loops:
Resolved an issue that was causing loops to break when used with related documents.
Template Packs:
Resolved an issue with Template Import Packs that caused them to display incorrectly.
Labels:
Resolved an issue that was causing errors when saving labels at the organisation level.
Imports:
Resolved an issue that was causing quotes not to be sanitised properly when importing a docx.
Release: v3.6.7
FEATURES:
You can now search for documents by their attributes from within the My Documents page.
Follow these steps to do so:
Go to "My documents"
Click on the plus sign under the search bar and choose "Document attribute"
Set your attribute and its value
IMPROVEMENTS:
Refactored datasheets to work correctly with the new back-end system for loops.
BUG FIXES:
Folders:
Resolved an issue that was not showing the correct folders in the Advanced section of a template.
Webhooks:
Resolved an issue that would not show the correct template ID when limiting a webhook to certain templates.
Datasheets:
Resolved an issue that prevented datasheet headers from being reordered
Resolved an issue that was causing loops to break when used with datasheets in certain niche scenarios.
Release: v3.6.6
IMPROVEMENTS:
Added some small improvements to the flow for the creation of a custom report.
BUG FIXES:
Resolved an issue that would show contact groups in workflows even if they were disabled.
Release: v3.6.5
BUG FIXES:
Folders:
Resolved an issue that was causing users to be unable to delete folders.
Loops:
Resolved an issue that was causing loops to break in certain niche scenarios.
Forms:
Resolved an issue that was causing Forms to break.
Release: v3.6.4
FEATURES:
Added support for publishing documents via API
You can use the "Publish a Document" API call to publish a generated document to a counterparty from the author party.
IMPROVEMENTS:
Improvements made to the process to create folders and to move templates into folders.
BUG FIXES:
Resolved an issue that was causing Related Documents to crash when participants are deleted.
Release: v3.6.3
FEATURES:
Datasheet and document binding
When updating a datasheet that has values linked to generated documents, you will now receive the option to also update the values in those documents.
Note: you are only able to update documents that have not yet been signed of completed.
BUG FIXES:
Resolved an issue that was causing Loops to break in certain niche scenarios.
Release: v3.6.2
IMPROVEMENTS:
Various minor UI improvements.
BUG FIXES:
Templates:
Resolved an issue that was causing templates to break when workflows were saved incorrectly.
Reminders:
Resolved an issue that was causing Reminders to break when recipients were incorrectly set up.
Release: v3.6.1
IMPROVEMENTS:
Further optimisation of the entry-saving process.
Release: v3.6.0
IMPROVEMENTS:
Optimised the entry-saving process for greater efficiency.
Release: v3.5.4
FEATURES:
In adding participant/approver workflows, you can specify which roles are allowed the add the participant/approver once the workflow has been triggered.
BUG FIXES:
Resolved an issue that was causing approval workflows to break.
Release: v3.5.3
FEATURES:
You can now view Document Labels via API
Using the "List all Labels" API call to view labels for an existing document.
Release: v3.5.2
IMPROVEMENTS:
Email notifications can now be disabled through the addition of a notifications attribute when using the following API calls:
Creating a document
Updating a document
BUG FIXES:
Single Sign On (SSO):
Resolved an issue that was causing SSO users to not redirect to specific template or documents.
UI:
Resolved an issue with the sidebar that was causing its animation to break.
iManage:
Resolved an issue with the iManage integration that was causing an incorrect redirect.
Release: v3.5.1
BUG FIXES:
Imports:
Resolved an issue that would cause bullet points to import incorrectly.
Resolved an issue with the contract converter that would exclude certain operators.
Release: v3.5.0
FEATURES:
Added the option when using related-documents to download all documents as a zip file.
IMPROVEMENTS:
Template rights in the folder are now tied to the user's rights on the profile.
BUG FIXES:
Exports:
Resolved an issue that was causing an incorrect .docx export of certain documents.
Folders:
Resolved an issue that was causing a user's rights within a folder to incorrectly apply.
Release: v3.4.18
IMPROVEMENTS:
Added support for displaying of Document and Template reports by month or week.
BUG FIXES:
Clause Library:
Resolved an issue that was causing issues when using placeholder transformations in Clause Library blocks.
Documents:
Resolved an issue that was causing the title of the Questionnaire to display incorrectly.
Resolved an issue that was causing date-selects to break when using date restrictions.
Resolved an issue that was causing e-signing notification emails to go to the wrong party.
Datasheets:
Resolved an issue that was causing Loops to break when using Datasheet questions.
Release: v3.4.17
BUG FIXES:
Resolved an issue that was causing issues with tables when exporting .docx.
Release: v3.4.16
IMPROVEMENTS:
Usage and Document reports can now be broken down by either 'Day', 'Week' or 'Month'.
BUG FIXES:
Resolved an issue that was causing issues when duplicating documents.
Resolved an issue that was causing issues when searching through documents.
Resolved an issue that was allowing negative integers for page numbers via the API.
Resolved an issue that was prevent Organisation Support users from seeing all folders.
Release: v3.4.15
IMPROVEMENTS:
Improved performance of the template import process.
Questionnaire values now automatically populate when adding/amending values in Datasheets from the Questionnaire.
Custom Reports now show looped values as semicolon separated values.
Release: v3.4.14
IMPROVEMENTS:
The main 'My documents' index page will now show documents that are both 'In review' and 'Completed'.
BUG FIXES:
Resolved an issue that was causing templates with restricted email domains for participants to prevent any user from being added.
Resolved an issue that was causing the wrong template ID to be exported in Organisation statistics.
Release: v3.4.13
IMPROVEMENTS:
Improved support for attributes in questions and document titles.
Organisation Support users are now able to export more information from the Support tab.
Improved UI when viewing operations with very long names.
Improved table support in the .docx import process.
BUG FIXES:
Workflows:
Resolved an issue that was causing the 'Document created' workflow trigger to be triggered before participants were added into the document.
System:
Resolved an issue that was causing dialogue boxes to be dragged off-screen.
Imports:
Resolved an issue with .docx export that was causing numbering to be inconsistent.
Custom Reports:
Resolved an issue that was causing issues when selecting Samples in Custom Reports and as Profile Managers.
Release: v3.4.12
FEATURES:
Added support for PDFs up to 20MB to be uploaded as an organisation Asset.
IMPROVEMENTS:
Improved support for operations in the Live Demo section of templates.
Added support for decimal font sizes for numberings for .docx import and export.
Improved performance of the template export / import process.
BUG FIXES:
Templates:
Resolved an issue that was allowing a document to be created from a template when there are unsaved changes in the template.
Resolved an issue that was preventing questions from being opened when users click on the question text.
System:
Resolved an error that would occur if a user tried to upload an Asset without first selecting one to upload.
Documents:
Resolved an issue that was preventing Select questions from having their values reset.
Imports/Exports:
Resolved an issue that was causing documents to be exported with incorrect column width.
Release: v3.4.11
FEATURES:
Avvoka now supports renaming of saved document versions.
To rename a version, click the pencil icon next to the version you'd like to rename and click "Enter" when finished.
Organisation Support users are now able to export old versions of a template via the UI.
IMPROVEMENTS:
Users can now only be added to folders with rights equal to or lower than their profile-level rights.
Extended support for Avvoka Auto-dates in the header/footer of a document.
Added some informative tooltips to the Find and Replace menu.
Improved performance of the .docx importer.
BUG FIXES:
Templates:
Resolved an issue that was causing templates with datasheet questions to export and import incorrectly.
Resolved an issue that was causing scrolling issues in the template questionnaire.
Resolved an issue that would allow templates to autosave when viewing older versions.
Resolved an issue that was causing issues with saving a template with automatic naming.
Operations:
Resolved an issue that was causing incorrect values to be returned when using the Long Date operation with non-date values.
Documents:
Resolved an issue that was causing issues with the "Accept" button in 1-participant documents.
Resolved an issue that was causing issues when using Loops and related documents.
Imports/Exports:
Resolved an issue that would cause Microsoft Word objects to be displayed as a bookmark.
Resolved an issue that was causing line spacing to be inconsistent when exporting a docx.
Release: v3.4.10
IMPROVEMENTS:
Action Buttons have been refactored to give users more accurate information as to what action they are able to take within a document.
BUG FIXES:
Imports:
Resolved an issue that was causing indents to be imported incorrectly.
Documents:
Resolved an issue that was causing a signing banner to display incorrectly in certain situations.
Release: v3.4.9
IMPROVEMENTS:
Documents generated via the API can now have notification emails disabled at the point of creation.
Custom Report Scheduling now allows users to select specific time-zones.
The top navigation bar is now frozen at the top when navigating the different template pages.
BUG FIXES:
Imports:
Resolved an issue that was causing documents that are generated via .xlsx upload to have incorrect titles.
Resolved an issue that was preventing the use of font sizes with decimals.
Documents:
Resolved an issue that was causing errors when using multi-select values across related documents.
System:
Resolved an issue that caused dropdown menus to displace in certain scenarios.
Resolved an issue that was changing the background colour for the Styles tab.
Template Packs:
Resolved an issue that would cause Template Packs to crash when a user did not have the right level of access.
Loops:
Resolved an issue that was causing errors when using Loops.
Release: v3.4.8
IMPROVEMENTS:
Improved process of retrieving templates in the API by being able to filter by the latest published versions of templates.
You are now able to retrieve templates via the API with a partial name match.
Added a confirmation dialogue when archiving templates.
Release: v3.4.7
IMPROVEMENTS:
Further improvements to the .docx import/export process.
BUG FIXES:
Emails:
Resolved an issue that was preventing manually requested confirmation emails from being sent out.
Release: v3.4.6
IMPROVEMENTS:
Improved accuracy of the .docx export process with numbering.
BUG FIXES:
Folders
Resolved an issue that was allowing New Document users to create folders from the Template Packs page.
API
Resolved an issue that was allowing folders to exist without an organisation and profile.
Release: v3.4.5
IMPROVEMENTS:
Improved the preservation of objects when exporting/importing .docx.
Moved the "Done" button in the document questionnaire to the left of the page and added a separator between the "Done" button and section navigation buttons.
BUG FIXES:
API
Resolved an issue that was preventing the addition of a previously deleted participant via the API.
Emails
Resolved an issue that was causing some email attributes to be missing from certain email templates.
Release: v3.4.4
FEATURES:
Mass-edit questions to be set as required questions.
When editing questions in the template questionnaire, you can now select multiple questions and click the lock icon to set them as required questions or click the unlocked icon to set them as unrequired.
IMPROVEMENTS:
Improved the preservation of form checkboxes when exporting/importing .docx.
BUG FIXES:
Dashboard:
Resolved an issue that was improperly filtering users in the Analytics section.
Release: v3.4.3
IMPROVEMENTS:
Improved the performance of the legacy template converter.
Improved the preservation of form fields when exporting/importing .docx.
Improved the .docx converter to better handle loops.
BUG FIXES:
Document:
Resolved an issue with the wording of on-screen notifications for track changes.
Resolved an issue that was causing the questionnaire button to display an incorrect tooltip.
Folders:
Resolved an issue with the alignment of submit buttons on certain pages.
Loops:
Resolved an issue that was preventing the use of Loops containing attributes with certain special characters.
Release: v3.4.2
IMPROVEMENTS:
Moved the "Done" button in the document questionnaire to the centre of the screen to prevent mix-ups with section buttons.
Release: v3.4.1
BUG FIXES:
Documents:
Resolved an issue that was preventing users with only "View" rights in a document from progressing.
Export:
Resolved an issue with updating the Table of Contents when using DocuSign with Avvoka.
Release: v3.4.0
FEATURES:
Deletion of multiple participants via API
Added the ability to delete multiple participants in one API call.
Datasheet and Dependent Lists
Added support for Datasheet and Dependent List attributes automatically selecting values via the API or Mass-Generation Excel upload.
IMPROVEMENTS:
Improved scrolling performance on certain pages.
BUG FIXES:
Documents:
Resolved an issue that was preventing a user from adding themselves back into a document with a different role.
Resolved an issue that prevented the renaming of document folders in the sidebar.
System
Resolved an issue that would cause tooltips to expand out of view.
Release: v3.3.15
BUG FIXES:
Documents:
Resolved a bug that was causing an issue with participants in documents who had their emails replaced.
Release: v3.3.14
FEATURES:
Character Limit
You can now add character limits on a number and text format when creating a questionnaire.
Replacing existing datasheet values
You can now "Replace all values" when importing a datasheet.
The addition of a new approval status filter
You can now filter documents by:
Documents pending my approval
Documents pending any approval
IMPROVEMENTS:
Improved the conversion process from legacy templates to Avvoka templates.
BUG FIXES:
Templates:
Resolved an issue that was preventing template packs from being added and deleted at the same time.
Live Demo:
Resolved an issue that was causing Live Demo not to work with transformed values and operations.
Release: v3.3.13
FEATURES:
Autosaving Templates
Templates will now be autosaved every five minutes, allowing you to recover your template if it did not save properly.
The addition of a user-level setting
Allows a user to decide whether to have questions from the questionnaire default to compressed or uncompressed when editing a Template.
Added support for highlights in .docx imports and exports
IMPROVEMENTS:
Manually generating a related document will now bring you directly to the new document's questionnaire rather than the My Documents page.
The Attribute Store will now display values in the correct case.
Improved support for fields in .docx exports.
BUG FIXES:
Templates:
Resolved an issue that was causing questions to collapse when attempting to remove a visibility condition and improved dragging in the Template Questionnaire.
Resolved an issue that was incorrectly displaying the "delete" icon in Template Notes.
Documents:
Resolved an issue that prevented labels from being accessed properly when having less than three documents.
Export:
Resolved an issue that was causing an incorrect continuing of numbering when a document is exported.
Custom Reports:
Resolved an issue that would prevent users with access to multiple profiles from retrieving templates when creating a Custom Report.
Release: v3.3.12
IMPROVEMENTS:
Added support for using transformed placeholders in loops.
Updated the behaviour of dropdowns in tables and certain pages.
BUG FIXES:
Templates:
Resolved an issue that was causing glitches when reordering the questionnaire.
Resolved an issue that was causing the In Words operation to incorrectly transform numbers to certain locales.
API:
Resolved an issue that was causing errors in Retrieve a Templates API calls.
Release: v3.3.11
FEATURES:
Sentence Case Operation
This new operation allows a user to apply a sentence case to an attribute or text.
IMPROVEMENTS:
Improved the performance of the .docx importer.
BUG FIXES:
Emails:
Resolved an issue that was preventing users from scrolling in certain pages.
Documents:
Resolved an issue that was allowing a user without controller rights to accept/reject track changes.
Loops:
Resolved an issue that was causing looped transformed values not to work after the first iteration.
Release: v3.3.10
FEATURES:
Listing and retrieving template packs via the API
You can view all template packs for an organisation and retrieve them as well via the API using the following calls:
List all Template Packs
Retrieve a Template Pack
IMPROVEMENTS:
Updated timezones by displaying offset when changing timezones.
Included Loop information in the Retrieve a Template API call response.
BUG FIXES:
Loops:
Resolved an issue that was causing default values to be missing in Loops.
Locale:
Resolved an issue that was causing errors with the Portuguese locale.
Release: v3.3.9
FEATURES:
You can now generate from template packs when choosing related documents.
The recipients for Reminders can now come from attributes within a document.
Release: v3.3.8
FEATURES:
New organisation-level and user-level settings to set a time zone for UI elements.
Organisation-level setting:
As an Organisation Support user, navigate to the "Support" tab.
Navigate to your organisation and open "Display settings"
Select the default time zone for the organisation under "time zone"
Update the organisation
User-level setting:
Log into Avvoka
Click your name at the top right and click "Settings"
Click "General settings"
Use your organisation's default time zone or select a custom one
Save your settings
IMPROVEMENTS:
Updated some UI wording to be more succinct.
BUG FIXES:
Documents:
Resolved an issue that was causing View + No Sign users to be able to sign a document.
Imports:
Resolved an issue that was interfering with the conversion of legacy templates into Avvoka templates.
Exports:
Resolved an issue that was causing MS Word styles to be replaced incorrectly.
Release: v3.3.7
IMPROVEMENTS:
Improved audit trail for changes and comments made by removed participants.
BUG FIXES:
Documents:
Resolved a scrolling issue on some pages.
Resolved an issue that was allowing unauthorised users to attempt to edit a datasheet.
Resolved an issue that was causing document filtering to incorrectly identify certain documents.
Templates:
Updated the Canada date format to MM - DD - YYYY.
Release: v3.3.6
FEATURES:
Listing and deleting participants via the API
You can view all participants on a document as well as delete a participant via the API using these new calls:
List all participants
Delete a participant
IMPROVEMENTS:
Extended support for using
template_version_id
when generating documents via the API.
BUG FIXES:
System:
Resolved an issue that was preventing a user to continue as a guest after initial login.
Template:
Resolved an issue that was preventing scrolling in Template Packs.
Document:
Resolved an issue that was causing the document to crash because of missing author participants even when an author does exist.
Release: v3.3.5
FEATURES:
Role-based adding
Revamped system of adding roles to parties and adding participants into roles.
Please click the link to the article below to learn more.
IMPROVEMENTS:
Improved comment audit trail.
BUG FIXES:
Documents:
Resolved an issue that would allow a user to restore older versions of a document even when that document is locked to the user.
Templates:
Resolved an issue that did not properly display Clause Library variants imported from excel.
Release: v3.3.4
FEATURES:
Added support for displaying different logos on the log-in screen and the application.
How to access it?
As an Organisation Support user
Navigate to the "Support" tab
Click the "Organisations" in the top left corner
Choose your organisation and click "Edit" next to "Whitelabel"
You can add a "Log-in screen logo" by clicking on the "Choose File" button underneath it
Select your file and upload it
IMPROVEMENTS:
Improved support for non-conventional email domains.
BUG FIXES:
Documents:
Resolved an issue that was causing the "Done" button to break in certain related document scenarios.
Release: v3.3.3
FEATURES:
Custom Reports has been revamped with a new UI and features
You can now create custom reports by using our six step tool.
BUG FIXES:
Folders:
Resolved an issue that was preventing the ability to generate from a template in a folder when having New document rights.
Exports:
Resolved an issue that was not showing hyperlinks when exporting as a pdf from Avvoka.
Release: v3.3.2
FEATURES:
An upgrade to document filtering that allows for the searching of a document by state, actions and other document metadata.
IMPROVEMENTS:
Added support for folders, so that when a user attempts to delete a folder that is not empty it will alert the user through a popup window which will suggest options for moving templates before deleting the folder.
Release: v3.3.1
FEATURES:
Users can now download the questionnaire as an .xlsx file
To download the questionnaire, click on the export button on the top right and then click "Export questionnaire .xlsx".
Users can now include attachments as part of a "Send document" workflow
Avvoka now supports the ability to include document attachments when a document is sent via the "Send document" workflow.
When the workflow is triggered, users have the option to select which attachments should be sent out.
IMPROVEMENTS:
Improved support for edge cases when using cross references.
BUG FIXES:
Folders:
Resolved an issue that was preventing the right users from being added to folders.
Exports:
Resolved an issue that was causing table row data to be repeated when exporting a docx with automation.
Release: v3.3.0
The addition of a reminder email button will allow you to send a reminder email to all participants of a document.
You can now filter documents by their state, simply click on the sidebar within the My documents tab.
A new server-level setting that, if active, allows for the ability to paste custom Terms & Conditions in a markdown format on the user sign-up page.
How to access it?
Navigate to the settings tab.
Click the "Add new settings" button.
Choose the terms and conditions type.
Enter your value.
Click save.
IMPROVEMENTS:
Extended support for allowing manually-added users to be assigned to comments within a document.
Improved support for scrolling in the operations library as well as headers, footers and email templates under "customisations".
BUG FIXES:
System:
Resolved an issue that was preventing access to subsequent pages when adding a template in the "Support" tab as an organisation support user.
Resolved an issue that caused system emails not to be sent when associated actions are performed.
Resolved an issue that was causing the "Upload file" button not to work when importing a list.
Documents:
Resolved an issue that was causing the document name to have underscores around attributes when using the Automatic document name setting.
Resolved an issue that was preventing certain documents from being signed.
Resolved an issue that was causing the sent by party badge not to be shown in document status.
Templates:
Resolved an issue that caused the workflow builder to disappear when adding more than one workflow action or accessing an existing workflow with more than one action.
Resolved an issue that was causing the email templates page to crash when adding a new email template without saving correctly.
Release: v3.2.16
IMPROVEMENTS:
Improved the document is being edited by a party workflow trigger by allowing you to choose a specific party to trigger on.
Added support for organisations to toggle the buttons that appear to their users.
Improved the way splashscreens are viewed by allowing them to be split into fixed and scrolling sections.
BUG FIXES:
Templates:
Resolved an issue that was preventing the filtering of questionnaire attributes when adding a related document via a rule trigger.
Resolved an issue that was not showing all advanced settings when logged in with a system admin account.
Imports:
Resolved an issue with custom clauses that was causing top buttons when importing an excel document to not be visible.
Release: v3.2.15
FEATURES:
The addition of a new workflow trigger called: approval status.
This new trigger paves the way for chained approvals. An example could be having two participants approve a document and then using the approval status you can create a label for said document.
IMPROVEMENTS:
Added support for approvals, so that when an approver is allocated specific questions, they are required to review the questionnaire before accepting/rejecting a document.
Amended system email names for organisation support users to be more descriptive.
Updated wording for tick-to-complete flow.
You can now assign a counterparty that can accept and sign a document with a single click.
BUG FIXES:
Documents:
Resolved an issue that was allowing the ability to manage users after a document has been signed.
Settings:
Resolved an issue that was not allowing a support user to search profiles or users.
Resolved an issue that was causing profile managers not to add themselves to a document or create profile labels.
Release: v3.2.14
FEATURES:
Attachments via API
You can export attachments to documents via the API using these new calls:
List all Attachments
Export an Attachment
Export all Attachments
Export unanswered placeholders as blanks rather than blobs
You can now choose to remove the [•] blobs that are inserted for unanswered placeholders when exporting documents from Avvoka.
The setting is available via the Advanced Settings tab in a template.
IMPROVEMENTS:
Improved support for conversion of legacy templates into Avvoka templates.
BUG FIXES:
Clause Library:
Resolved an issue that was causing the clause library to crash when the variant was empty.
Documents:
Resolved an issue that was causing Avvoka-signed documents to display incorrectly on .pdf export.
Resolved an issue that was causing formulas not to display in agreement documents.
Release: v3.2.13
IMPROVEMENTS:
Improved scrolling behaviour of dropdown menu within questionnaires.
BUG FIXES:
Documents:
Resolved an issue that was causing icons to disappear when making a change.
Templates:
Resolved an issue that caused word-style quotes (“”) to interfere with importing automation instructions in headers and footers.
Release: v3.2.12
FEATURES:
Three new operations:
1. Length:
This operation can be used to retrieve the Length of an attribute or text.
2. First N characters or digits
This operation can be used to retrieve the first N characters of an attribute or text (by default it will retrieve the first character).
3. Last N characters or digits
This operation can be used to retrieve the last N characters of an attribute or text (by default it will retrieve the last character).
Improvements:
Added support for multiline formatting in placeholders.
Added support for text shading when importing/exporting a document.
Added support for different date formats when converting a legacy template into an Avvoka template.
Updated email notification behaviour for Manager or Support users adding themselves into documents.
Improved support for the formatting of multi-select placeholders via the API.
BUG FIXES:
Imports:
Resolved an issue that was not removing invalid operations within a template that has been converted from a legacy template.
Resolved an issue that was allowing Custom Questions to be included in Loops.
Resolved an issue that was causing templates to crash when operations evaluated a number.
Release: v3.2.11
Features:
"Show password" option in password fields
UI update to the account creation page
Application version number: Users can now view which version of Avvoka they are on.
Improvements:
Improved support for conversion of legacy templates into Avvoka templates.
Improved support for conversion of legacy templates into Avvoka templates.
Optimised performance when loading folders with a large number of users.
Added support for Open Select, Tickbox and Radio Button questions in .xlsx exports for mass-generation.
BUG FIXES:
Settings:
Resolved an issue that was breaking the UI when updating a user's details with blank values.
Templates:
Added support for retaining image bookmarks on .docx import and exports.
Loops:
Resolved an issue that was breaking loops when an attribute appears both inside and outside of the loop.
Exports:
Resolved an issue that was causing docx imports/legacy documents not to show brackets properly.
Release: 2022-07-28-02cd8622
Features:
Organisation Support users can add a custom splash screen so that each user has to accept the splash screen to log in.
An Organisation Support user can add a custom splash screen with their own information with all users having to accept the conditions to log in.
UI update for View users
When a user with View rights receives a document they will be shown a new banner along with a popup screen warning them that if they do take control they will have to send the document back before being able to sign.
Organisation Support users can choose to replace the email alias in notification emails with a custom name
Improvements:
Improved performance of lists service.
Forms can now accept entry changes.
Users can now add or update participants via the Update a Document API call.
Webhooks can now use certificate-based authentication.
BUG FIXES:
Login:
Resolved an issue on the login screen that allowed a user to progress onto the next screen without entering an email or a password.
Templates:
Resolved an issue that was causing the condition builder for inline and block conditions to expand covering the whole page.
Resolved an issue that was causing the operations tab to scale incorrectly with larger operations.
Documents:
Resolved an issue that was not showing all visible participants when calculating recipient names.
Folders:
Resolved an issue that was causing profile admins to have access to templates in folders without the appropriate level of rights.
Reminders:
Resolved an issue that was preventing the ability to update existing participants.
API:
Resolved an issue that was causing some questions on forms to be centered when they should not be.
Resolved an issue that was causing updated looped attributes to crash.
Resolved an issue with the Adobe Sign webhook.
Exports:
Resolved an issue that was incorrectly capitalizing heading styles when exporting as a PDF.
Resolved an issue that was not including looped data in exports.
Release: 2022-07-19-1cb9bc66
FEATURE: Improved handling of images from imported MS Word documents.
FIX: Resolved issue that was causing headers and footers to be removed unexpectedly.
FIX: Resolved issue that was causing headers and footers to be exported incorrectly.
FIX: Resolved an issue that was causing the “Done” button to become greyed out.
FIX: Resolved an issue that was causing conflicts with bookmarks in imported MS Word documents.
FEATURE: New organisation-level setting that allows Organisation Admins to hide the online/offline indicator in documents.
FEATURE: Added new validation on the length of attribute names.
FEATURE: Split log-in screen.
FEATURE: Added support for special characters in document names.
FEATURE: Added support for relative numbers in cross references.
FEATURE: Allow users to mass-upload contact groups from MS Excel files.
FIX: Improved error handling for failed MS Word document imports.
FEATURE: Added support for default values in looped questions.
FEATURE: Send Document workflow activity will now be logged in the document Activity Log.
FIX: Resolved an issue that was causing a conflict between Looped values generated via an API call.
FEATURE: Users can now download historical templates as .docx or .pdf files directly from the History tab.
FIX: Resolved an issue that was causing attributes that appeared both inside and outside a loop to not populate in the document.
FEATURE: Increased the default number of items per page in API responses to 100.
FEATURE: Added new template-level setting to support Document Roundtripping.
FIX: Resolved an issue that was causing brackets to be removed with loops.
FIX: Resolved an issue that was causing looped text in a table to disappear.
FEATURE: Added a new Upcoming Reminders dashboard for users to be able to view upcoming Reminders. Users will also be able to reallocate the Reminder, update the sending schedule, or send the Reminder immediately.
FEATURE: Added support for Multi-select in the Attribute Library
FIX: Resolved an issue that was causing comments to sometimes not fully show the area it was created over.
FIX: Resolved issue that was causing documents downloaded to .pdf to have a different font from documents downloaded to .docx.
FIX: Resolved an issue that was preventing Users from unarchiving templates from the Templates menu.
FEATURE: Added a new shortcut for Profile Managers and Organisation Support users to easily add themselves to documents.
Release: 2022-06-09-7236677464
FEAT: Avvoka now supports localisation of numbers in the questionnaire.
FIX: Date entries made through an API call now retain their format (e.g 16/06/22 as 16 June 2022)
FIX: ‘Add all users’ to folders should now work as intended.
FEAT: Users can set up a workflow action to trigger email reminders. To learn more on how to set up reminders, read our article here
FEAT: users can create a database at an organisation or profile level in the form of datasheets. Users can configure dependencies across multiple datasets, enabling them to automatically populate numerous questions with a single answer. More information can be found on datasheets here.
Release: 2022-05-04-08363a33e9
FIX: You can now navigate to different sections in the questionnaire by selecting each section in the left sidebar.
FIX: Tooltips will no longer spill into the sidebar.
FEAT: Attributes can now be included in footnotes and header & footers
FEAT: New operations on dates have been added; Date Offset, Date Difference and Compare Dates. Collectively, these give users the ability to manipulate dates easily.
FEAT: Users can navigate to the questionnaire of the most recent published template version in the create area via url link.
FEAT: Template packs are a new feature in the left sidebar of the template area. They allow users to group multiple templates together so that documents can be generated from the pack in any order the user choses. For more information on template packs, read our article here.
Release: 2022-03-24-fc5c88e
FEATURE: Avvoka editor has been upgraded to version 15. The update will not affect user experience, but instead has enhanced the activity logs. This creates significant improvements for debugging.
FIX: The heatmap functionality is now displaying negotiation data for organisation admins. This required an update to support version 15.
FIX: Loops are now picking up default values and recognising the loop count.
FIX: There is now greater accuracy in exporting documents into pdf.
FIX: There was inconsistency in font sizes where small caps were included in the styles. Now the editor can support small caps on imported docx.
FIX: Archived users no longer display when adding users to template folders.
FIX: Profile admins can now remove users from their profiles.
FEATURE: On Avvoka, you can now export the automation in the editor into a word document, and re-import back into the editor retaining all the existing automation. Read more about it in our article.
Release: 2022-02-21-11bfbea
FIX - Folders: folder rights can only be edited in the template area, and when adding users to folders they are automatically assigned the rights they were given on a template level.
FIX: Workflows with multiple actions blocked the saving of the template. Now, you can build different branches within a single workflow.
FEATURE: Labels can now be viewed and edited from within a document.
FEATURE: Approval workflows can now automatically add/remove labels when approval is obtained/rejected.
FEATURE: New webhook event called “document_entries_processed” added.
FIX: Date restrictions on questions are now working again.
Release: 2022-02-01-6a4ea7b
FIX: There is no longer a need to add syntax to footnotes when inserting symbols, such as speech marks. Footnotes can be imported as plain text.
FIX: Documents in a partially signed state skipped publishing the document, which blocked the signatures of two participants in a one party document.
FIX: Email template formatting now supported.
FIX: Markdown in the body of templates will not be automatically converted.
Release: 2022-01-16-72d383de
FEATURE: Avvoka has a new and improved look.
The ‘Settings’ drop down in the template area has been replaced with three new sections; Libraries, Data and Customisations.
Libraries: access to the attribute, clause and operation libraries.
Data: where you can find Lists
Customisations: Email templates and Headers & Footers
New document users cannot access the libraries, customisations or data areas. These are only accessible in the Template area.
The ‘+’ button to create new operations, clauses etc. has been replaced with an ‘add new template/operation/list’ button.
Custom fonts, which you to be located under settings in the template area, has been removed.
FEATURE: Attribute Store
Templating users can track and manage the attributes within their templates using the attribute store.
Users can change, or merge attribute names.
Selecting an attribute can take you to where it is found in the questionnaire, or the template. Please find more information about the new attribute store here.
Other Fixes and Features
FEATURE: For one party documents with more than one user who needs to sign, the document no longer locks after the first signature.
FIX: Section directory in the questionnaire is fitted so that it remains between the menu and the questionnaire text. The space within the section directory has been maximised.
FEATURE: End users can now define the order to create related documents in. When you select multiple documents to create from the ‘Create’ tab, you can drag and drop the order that they should be created in which will define the order the questionnaires appear in.
FIX: Recipients weren’t appearing in the my documents page.
Release: 2021-12-12-f21092e
FIX: Upon duplication of a template in a folder, both the original template and the copy will remain in the folder.
FIX: When producing custom reports, only published templates will be shown.
FIX: Table borders now retain their original thickness upon export.
FEAT: Custom formatting of email templates is retained.
FIX: Organisation support users can now force documents to the ‘completed’ state even if they are not participants to those documents.
Release: 2021-11-29-2ca39952
FEAT: If users have new document rights to a folder, they will need to click into the folder in the create area to access the templates in a folder. If they have onboard rights to a folder, they will need to click into the folder in the templates area to view the templates in the folder. Templates in folders will no longer appear in the main list of templates and will need to be accessed through the folder.
Release: 2021-11-20-1e63c59
FIX: docx files preserve tab marks after footnotes.
FIX: only templates that have been published will be listed on the create related document workflow.
FEAT: organisation support users can now, by default, see only their own generated documents. In general settings for support users, you can choose to change this to allow them to view all generated documents in the organisation.
FIX: ensures correct indents for bulleted lists.
FIX: indented table widths are now retained after export.
Release: 2021-11-03-9ef97e4
FEATURE: If users forget their password, they receive a different token every time they reset.
FEATURE: You can limit which system emails are sent to different parties on a template level.
Release: 2021-10-25-9a106d7
FIX: Special characters in footnotes are now recognised and maintained after import.
FEATURE: Single sign on with Google is now available! Organisation support users can choose to display this option for their users from the whitelabel settings for their organisation
Release: 2021-10-20-786b83c
FEATURE: You can now toggle the condition builder in the template editor between simple and complex mode, meaning it’s easy to work with operations directly in the template! Please see the update article here
FEATURE: Documents can be forced into the completed folder from the out for signature state if they are currently pending signature with Adobe Sign or DocuSign. This makes those documents uneditable.
FEATURE: stricter application of style hierarchies in the editor prevents styles from colliding with default styles, helping you retain your chosen styles across the document.
FIX: Indentations on paragraphs are now fixed after export. The document should now retain the same indentation on lists, as it does in the original document.
FEATURE: Introducing a new operation called format number with precision, which will allow you to ensure that when rounding a number the 0’s are maintained as well.
FEATURE: You can now create operations that will create an autolist between each iteration of a loop.
Release: 2021-10-15-6657eb5
FIX: The approval sidebar is only visible to relevant approvers.
FEATURE: Option for users of related documents to change values across all related documents, or only in the current document.
FEATURE: Users can now filter available templates by template name via the API.
FIX: Users will be unable to press the ‘done’ button on the questionnaire until the answers have saved.
Release: 2021-10-11-2ddf7d9
FIX: There is no longer a button preventing agreements from being signed as soon as the questionnaire has been filled in.
FEATURE: Versioning filters have been added to templates.
Release: 2021-10-07-39e689a
FIX: Manager/Support accounts will no longer experience issues accessing documents that they have not been added into if it's an Adobe Sign or DocuSign template
Release: 2021-10-06-2a12e7a
FIX: Non-author users should now experience no issues sending a document for signature
FIX: Documents with mixed loops, conditions and attributes had issues on document creation
FEATURE: Expanded functionality of borders in docx to match Microsoft Word / CSS borders on export
Release: 2021-10-04-9490fef1
FIX: Bullet house style now exporting with the correct margin positioning.
FEATURE: Template onboarder updates - you can now globally edit conditions and numbering, amongst other new features! More here
FEATURE: Document editor updates - you’ll now assign tasks via dropdown, and tasks assigned to you will be highlighted in orange. Read all about it here
FEATURE: Organisation support users can configure the SSO settings to display a link to sign in with SSO from the login page
Release: 2021-09-27-ef7cbc2
FIX: Issue where after API document generation incorrect conditions were displayed.
FIX: Improved numbering pattern for cross-references
FEATURE: Add an advanced template setting to manually override the need for both parties to hit accept and sign to move to "ready to sign" state, only applicable for Adobe Sign and DocuSign templates.
Release: 2021-09-17-29bd91bc
FIX: Only show active published templates to users when creating related documents
FIX: Issues with saving templates resolved
Release: 2021-09-09-ff084a9
FIX: Table width not importing / downloading correctly in a dual-column document; now is preserved upon download
Release: 2021-09-09-5fea3f11
FEATURE: New feature at a template level to replace styles on existing templates with styles from newly imported docx
FEATURE: Admins can now create and share custom analytics searches with other users on the same profiles
Release: 2021-09-05-493a5f0
FEATURE: New template versions is live. Check out the extended article here!
FIX: Ensure Next button remains behind the questionnaire in Live Demo
Release: 2021-09-02-e26e47d7
FIX: show markdown in document questionnaire
FEATURE: hide ‘Next’ in document questionnaire while visibility conditions are still resolving
FEATURE: automatically hide docx import for trial organisations
Release: 2021-09-01-c9505c8f
FIX: allows multiple underscores in a numbered pattern in a docx export
FIX: fixed incorrect recalculation of all conditions when only set should have been done
Release: 2021-08-30-88d6465c
FIX: Enhancing database queries where support users are on multiple profiles
FEATURE: Computation of questionnaire moved from client to backend (Node) - optimised for larger templates
FEATURE: new loading screens throughout the application
Release: 2021-08-13-c84afca
FIX: Conditional logic displaying for Live Demo exports for both Docx & PDF
FEATURE: You can specify different headers and footers for first page exports in the conditional headers & footers area
Release: 2021-08-12-1c71be1
FIX: docx export no longer flips table width in landscape mode
Release: 2021-08-11-1c71be1f
FIX: documents with a continuous section break no longer bleed into the side of the page
Release: 2021-08-10-a6b754c
FEATURE: Template level advanced setting to select whether to send users to the questionnaire or the editor when they first visit the template. By default existing templates will still send users to the editor, new templates will send users to the questionnaire.
FIX: Fixed numbering style in docx imports to ignore underlines.
FEATURE: Enhanced right-to-left support.
Release: 2021-08-09-636b19e
FEATURE: Template level setting to turn off system-level emails, or select specific system-level emails for improved counterparty experience
Release: 2021-08-06-a0da28e7
FIX: Heatmaps loading issues resolved.
FIX: Comment button in the negotiation editor no longer unresponsive.
FEATURE: Comment and Questionnaire rights users with Controller access will no longer see ‘Accept’ and ‘Reject’ buttons under track changes.
Release: 2021-08-05-f7a96bc
FEATURE: Shift + Enter to create soft returns now supported in Editor
FEATURE: Docx sections can now be wrapped in block conditions
FEATURE: Can limit which system emails are sent to users of specific templates
FIX: Some templates had an inaccessible notes tab
FIX: Couldn’t delete page-breaks in Template editor
FIX: Filling a table cell with a background colour caused page to reload
FIX: Backspacing at the start of a word caused the cursor to jump one character along
FIX: Undo button wasn’t working for some documents
FEATURE: Copy and paste from external sources stability
FEATURE: Tables can be copy and pasted from external sources
FIX: Dynamic update of autolist separators wasn’t taking into account penultimate separator
FIX: Fixed infinity loading on negotiation tab
FEATURE: Error scan now shows where an inline condition is across the whole line
FIX: Navigation bar on registrations / edit page no longer missing
FIX: Excel import of radio buttons no longer imports the label instead of value into generated document
Release 2021.07.28-7b63a1ab
FIX: Fixed the saving time for questionnaire entries to improve document questionnaire speed
Release: 2021.07.27-d54eb3f0
FIX: Templates sorted by last updated
Release: 2021.07.26-cfdea718
FEATURE: Webhook payload added to the API. Payload_id is now support in the Webhooks playload
Release: 2021.07.23-ea872d68
FIX: Admins can force documents to signed state if signature rights are changed during the signing process and all participants with sign rights have signed
Release: 2021.07.22-d7e56947
FEATURE: Operations and placeholders with the same name will be displayed in Scan errors
FEATURE: Sum operation is now capitable with looped attributes (attribute as array)
FIX: Docx import precision for styles is now to 0.01
FIX: Typo in document created email fixed to display users Full Name instead of Display Name
Release: 2021.07.21-5607c9c3
FEATURE: Reset button added for Select question types
FIX: Emails added via open select in an approval workflow are now displayed at the top instead of bottom of the list
FEATURE: Looped table rows with block conditions that are dependent on non-iterated attributes are now supported
FEATURE: Nested default values according to visibility conditions
FIX: Saved answers used in questionnaire for Date, Tickbox and Radio Button question types weren't displaying
Release: 2021.07.20-9054d2d3
FEATURE: A message saying 'copied link' will display when a user selects the paperclip in the document editor
FIX: Markdown syntax is now stripped from the questionnaire table of contents
FEATURE: Pseudo-bullet points supported in docx footers
FIX: Linebreaks are now maintained on export in Word documents
Release: 2021.07.18-e4bbde42
FEATURE: System level templates
Release: 2021.07.16-88687a06
FIX: Remove all non-existent styles from a document
Release: 2021.07.14-b27342a1
FEATURE: Now prompted when opening an exported Docx to update the fields (including TOC)
FEATURE: Docx sections supported
Release: 2021.07.13-00696a052
FEATURE: Docx content controlled items maintain the values they were uploaded with
FEATURE: Documents exported to iManage Work will also save a txt version of the Activity Log with them for audit purposes
FIX: Unconfirmed users will not be re-directed to the SSO login if their organisation uses SSO
Release: 2021.07.09-c497f09b
FIX: Pre-population of the document questionnaire now shows to all users (not just doc author)
Release: 2021.07.07-0c25ac09
FEATURE: New API released
FEATURE: Updated loops: this includes support for linked loops, merged question sets, counting loops, and more
Release: 2021.07.03-9abc1147
FEATURE: Docx bookmarks maintained on import and export
Release: 2021.06.30-f38bce6b
FIX: Organisation support users won't have a profile automatically created
FEATURE: Currency question type now supports float values