24-02-2026
Release Notes
New Features
- AI assistant model options expanded to include Claude models (Sonnet, Haiku, Opus), allowing users to select from a broader range of assistants.
- Inbox sidebar display can be customized:
- Choose which extra rows appear under each workflow (Initiator, Date, Template) and under each document item (Reference No., Doc Type, Sent By, Receiver, Action Type, Due Date).
- Access from the gear icon in the Inbox or via User Settings > Inbox.
- Shortcut templates support a date picker when filling in fields.
- Word templates support date formatting in generated documents (for example, formatted dates in DOCX output).
- Template Manager supports uploading a replacement file when a template’s original document is missing.
Improvements
- Inbox filters include additional workflow-related fields, making it easier to refine results:
- Workflow subject
- Workflow template name
- Workflow initiator