Documents & Contracts: Retaining custom values when converting to Templates

By GoEXELA Zap

February 28, 2025

**New Update:** Fixed bug preserving custom values in fillable text blocks after document conversion. Just insert values, click Convert to Template—no rework needed. Addressed user feedback on data loss frustration for smoother document reuse.

Sub Account Custom Reports : Improved Date Property Selection

Significant improvement in report email date selection: users can now use widget-level date settings instead of a global

Sub Account Custom Reports : Improved Date Property Selection

Resend Campaigns Just Got Smarter!

Resend management improved: – **New Features**: Pre-configure resends, better visibility as “Waiting,” adjustable duration, and cancellation options. –

Resend Campaigns Just Got Smarter!

Read-only/Announcement Channel and Notification Enhancements for communities

**TLDR:** New Announcement Channel feature for community admins allows posting critical updates securely. Admins control visibility; regular members

Read-only/Announcement Channel and Notification Enhancements for communities

Ad Manager: Meta Engagement or Click to Direct Ads

– New objective: Engagement added alongside Lead Generation, Website Traffic. – Enhances communication via Facebook Messenger, Instagram Direct,

Ad Manager: Meta Engagement or Click to Direct Ads

Export Issued Certificates data as CSV

**New Feature**: Export issued certificates data as CSV with date range filter. – < 500 certificates: instant download.

Export Issued Certificates data as CSV

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

New Communication feature allows sending audit reports via Email/SMS from Prospecting Tool. Users can select/create contacts, choose templates,

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

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