This feature introduces a new task which gives the user the ability to search an external data source whilst building out their hierarchy. This task will work hand in hand with the previously released Related Party Data & Docs and will replace the existing Related Parties task.

This feature introduces the ability to configure the automatic attachment of a document that has been generated via the Automated Document Generation task to a corresponding eSignature document requirement.

This feature introduces the ability to auto-complete the eSignature task once all recipients have signed. This feature is configurable.

This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.

This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.

This feature introduces the ability to filter the recipient list in the eSignature task to specified role types.

This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.

This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.

This release introduces AI Assist for the External Data – Entity Enrichment task in the Entity Details and Related Parties steps. When enabled, AI Assist supports enrichment by assisting with data resolution and deduplication, while providing transparency and insights.

This release introduces enhanced configuration control for document retrieval within the External Data – Entity Enrichment task. This allows users flexibility to determine whether documents are retrieved during task execution and from which providers.