Product Update Changelog

This update contains tweaks, and minor enhancements to the FileInvite platform.

We are constantly working to improve your FileInvite experience! Here's a summary of what has changed.

Release Version: API v1.56.0

Release Date: March 6, 2025

Enhancement: Follow-Up Limits & Invite Request Management

Summary:

We have updated the follow-up and request management experience to improve clarity and prevent errors related to request limits in invites. These changes ensure users can efficiently manage follow-ups and avoid exceeding system limitations.

Enhancement Details:

• Follow-Up Limit Label Removed – The Invite Actions menu no longer displays a counter for follow-ups.

• Clarified Follow-Up Page Text – Removed outdated references to a two-follow-up limit.

• New 100-Request Limit per Invite:

  • Users can now add up to 100 total requests per invite.
  • The "Create Follow-Up" button is disabled once the limit is reached, with a tooltip indicating the maximum has been met.
  • A validation message now appears when attempting to exceed 100 requests.

• Template Handling Improvements:

  • Creating Templates: The "+ Create a Request" button is disabled when 100 requests are reached.
  • Loading Templates: If a loaded template would push the total over 100 requests, a warning modal appears, allowing users to confirm overwriting existing requests.
  • Merging Templates: Users merging templates that exceed the limit now see a warning modal before proceeding.

These updates enhance usability by preventing unexpected errors, ensuring better request management, and improving overall workflow efficiency.

 

Released on: Jan. 31, 2025

NEW FEATURE

SharePoint Integration in FileInvite

We’ve introduced a SharePoint Integration that allows you to connect your SharePoint account to FileInvite, enabling seamless document storage and retrieval.

Key Features:

• Auto-Sync with SharePoint: Documents uploaded to FileInvite can now be automatically stored in a designated SharePoint folder.
• Folder Structure Control: Customize how your FileInvite folders and documents are organized in SharePoint.
• User Access Management: Control which users can connect and configure SharePoint settings.
• Enhanced Security: OAuth authentication ensures secure access to your SharePoint environment.

To get started, visit Settings > Integration > SharePoint in FileInvite.

For detailed setup instructions, check out our guide here.

Release Version: API v1.49.0

Released on: Dec. 6, 2024

NEW

Introduced the Assignee feature to improve internal team coordination when working on invites.

• Allows tracking of which team member is actively working on an invite.
• Supports searching and assigning eligible team members directly from the Manage Invite page.
• Includes tooltips and default placeholder status when no team member is assigned.

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CHANGES

• Visibility of Assignee Field:

  • Displayed only for active invites on the Manage Invite page.
  • Hidden for Draft or Archived invites to reduce clutter.

• Tooltip Implementation:

  • Added an info tooltip displaying: "Who is working on this invite, shown internally only."

• Search Functionality:

  • Dynamically filters eligible team members (Organization Owner, Admin, User roles) based on input.
  • Includes a "(Myself)" tag next to the current user’s name for clarity.
  • Displays “No results found” when no matches are available.

• Permissions Update:

  • Viewers can see the Assignee field but cannot make changes.
  • Only Organization Owner, Admin, and User roles can assign or unassign team members.

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FIXED

• Notification Behavior Improvements:

  • Assignees no longer receive Invite Sent notifications to avoid redundancy.
  • Added new notifications specifically for Assignees with an additional header:
    "You're receiving this as assignee on this invite."

  Scenarios Addressed:

  • Correct email content updates for events such as “Invite Ready for Review” and “Invite Completed.”
  • Fixed overlaps in POC, Watcher, and Assignee notifications.

• Default State Handling:

  • Resolved an issue where new invites occasionally displayed incorrect Assignee status.
  • Ensured consistent "Unassigned" placeholder when no team member is assigned.

Release Version: API v1.48.0

Release on: November 28, 2024

NEW

• Invite Watchers Feature
  • Introduced the Invite Watchers functionality to enhance collaboration and visibility on invites.
  • What It Does:
    • Allows users to assign additional individuals (Watchers) to specific invites.
    • Watchers receive email notifications for key updates on the invite, such as:
      • Field changes or rejections.
      • Submission reminders.
      • Completion of the invite.
    • Ensures stakeholders who need to stay informed can do so without being actively involved in managing the invite.
  • Who Can Be a Watcher?
    • Any team member in the account can be assigned as a Watcher to an invite.

CHANGES

• Notification Settings Update: Users can now opt in or out of notifications as watchers directly from their profile preferences.
• Enhanced UI for Watcher Management, making it easier to view and assign watchers when managing invites.
• Improved notification delivery flow for invites with multiple watchers to ensure timely updates.

Release Version: v1.33.0
Released on: Nov 26, 2024

NEW

• Teams Navigation Added: Introduced a "Teams" link in the navigation bar, enabling users to access the new Teams page.
• Enhanced Team Management: Users can now create, edit, and delete teams, search for teams and members, and sort team names for efficient management.

CHANGES

• Team Page Features:

  • Search functionality allows users to filter by team or member name.
  • Pagination added for streamlined browsing of large team lists.
  • Sorting options available for team names (A-Z or Z-A).

• Validation and Feedback: Clear error validation for mandatory fields like team name and members, along with success messages for user actions.

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FIXED

• Addressed inconsistencies in displaying team members:
  • Teams with three or fewer members display names separated by commas.
  • Teams with more than three members show the first three names followed by an ellipsis ("...").

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ADDITIONAL DETAILS

This release ensures better usability for managing teams, providing a smoother navigation experience, enhanced feedback, and intuitive controls.

Release Version: v1.34.0
Released on: November 21, 2024

NEW

Update to "Load Template" Functionality:

• Enhanced the "Load Template" feature in the "Create Invite" page to offer more control when managing requests.

CHANGES

Template Loading Behavior:

1. Single Request in Invite:

   • Overwrites the single existing request with the requests from the selected template.

2. Multiple Requests in Invite:

   • If total requests exceed 50 after loading the template:
     • A dialog notifies the user about the limit.
     • Options provided:
       • Overwrite existing requests with the template's requests.
       • Cancel and return to template selection.
   • If total requests are within the limit:
     • Appends the new requests to the existing ones without any prompt.

Dialog Update for Request Limits:

• Introduced a user-friendly prompt to handle situations where total requests exceed the system limit of 50.

Release Version: v3.105.1
Released on: Oct 3, 2024

NEW
UI Update to the Request Section:

• Added a new feature to the request section:
  "Who should complete this request?" dropdown menu, which lists contact names associated with the invite for easier request assignment.

CHANGES

• Dropdown Menu Addition:
  A new section labeled "Who should complete this request?" now appears in both new invites and request details, with a dropdown menu listing all contact names tied to the invite. This allows users to select the appropriate contact for completing the request.