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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