This release contains new features such as Logging & Reporting, User Roles and Permissions, SMTP and other minor features.

Please notify any urgent breaking bugs to

Released to Production: 09/03/2020




  • Updates to Listing Page - changes how the Invite page loads

  • Invites Export - Exported Spreadsheet now contains Invite Reference ID


  • Updates to email notifications design



  • SMTP - Route all of the application's customer facing emails through a custom mailing server

  • Master Notification Settings Update - Ability to override the Master Notification Settings to all Users


  • Custom Template Folder - Allow for a custom Template folder in the Templates sidebar, with ability to set a custom logo

  • Disable Modifying Invite Settings - Ability to set on the Template whether Additional Settings can be changed when creating an InviteĀ 


  • Assign multiple User Roles

  • Place Signature Fields programmatically

  • Webhook failures to a pre-defined email - can be set via Settings > API & Webhooks

Logging and Reporting

  • Added logging of key events such as user actions, customer actions, invite actions, file actions and account actions

  • Added an export tool to pull reports from this logging that can be based on groups and individual users.

Roles and Permissions

  • Added Custom Roles that Users can be assigned to

  • Added advanced permissions that can be used to setup Custom Role

Live Forms

  • Disable Contact Completion Email - Ability to disable the email sent when a Live Form is submitted, set at the form level

  • Disable Modifying of Live Form Field for whether contact completion email is sentĀ 


  • Authentication controls to enforce connection to Onedrive Business on first login

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