Documents and Contracts: Checkboxes are now live!

By David Holland

May 30, 2024

Introducing checkable checkboxes in documents with grouping capability. New features include draggable checkboxes, options to mark them required or pre-selected, group creation with conditions, and guidelines for signers. Instructions provided for usage, grouping, adding rules, and copying checkboxes. Aimed at facilitating document completion with preset checkbox formats for users to select options.

Quick Actions Buttons for Conversation AI bots

**TLDR:** New Quick Action Buttons in Bot Menu enhance bot management, allowing users to edit, delete, duplicate, and

Quick Actions Buttons for Conversation AI bots

Invoicing: Import previous invoices from Quickbooks

**TLDR:** Import invoices from QuickBooks via Settings > Integrations. Connect account, toggle import, set sync preferences for feedback.

Invoicing: Import previous invoices from Quickbooks

Sub Account Dashboard and Reporting: New Fields and Filters

New dashboard features added for better control: phone number, primary contact name, followers, business name, tags, and contact

Sub Account Dashboard and Reporting: New Fields and Filters

Introducing New Templates

New web templates launched to boost marketing: – **2 Website**: Restaurant, Travel – **1 Store**: Beauty – **3

Introducing New Templates

App Marketplace | Improvements to App Search and Filtering

Marketplace team enhances Search and Filtering in App Marketplace: – **Search**: Matches app name, tagline, description, and developer

App Marketplace | Improvements to App Search and Filtering

Set frequency for certificate expiry reminders (emails)

Users can customize reminder email intervals for certificate expiries, replacing the default 2 and 7 days. Previously scheduled

Set frequency for certificate expiry reminders (emails)

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