UPDATES
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      Release notes

      A list of all feature releases!

      April 2025

      Update:

      • Amendment recognition via [AI]ssistant extraction: The AI extraction tool can now recognize incoming contracts as amendments and makes the process of associating those amendments with their parent contract even easier.
      • Excluding Cookie Banners from Contracts: When adding a contract to ContractSafe using the “Link an Online Agreement” action, we’ve added functionality that detects cookie banners and excludes them from the PDF version of the contract. Note: The solution will not work for all cookie manager banners.
      • Contract Type column added to the all data report: A new column called Contract Type was added to the All Data Report. Now when a user downloads the CSV they can filter and organize the spreadsheet data by contract type.  
      • DocuSign file names include the signers name(s): For organizations leveraging the DocuSign integration, now when an executed document is sent from DocuSign into ContractSafe, the file includes the names of the signers in the file name. (File name + signers).
      • Intake and Template Form Duplication: Added functionality to the intake and template forms that allows admins to clone existing forms. When a form is duplicated, the following information is included in the duplication:
        • Form name with a prefix of “dupe”
        • All the fields including hidden ones
        • Designation folder
        • Approval settings
        The audit trail also tracks which form was used to create the duplicate form.
      • Smart Search Improvements: Added functionality to Smart Search that allows users to search by governing law.
      • Faster Document Parsing via Queues: Functionality was added to allow the system to detect when the AI parsing process takes a long time for a particular document. The document is transferred to a separate queue so that other documents in the queue can be parsed.

      Fix:

      • Redline Completion email not sending: Resolved an issue that prevented users from receiving redline generation emails. 
      • Contract type not saving on contract page: When the contract type was changed on the contract page, the new contract type was not saved. This was resolved.
      • Approval routing could not be unchecked on intake form submissions: Resolved an issue that prevented users from unselecting the approval routing option when submitting a contract via an intake form.
      • Overlapping text on eSign status screen: Improved the formatting on the eSign status screen so the email address and status columns do not overlap.
      • SSO login improvements: An improvement was released that prevents password managers from auto-populating a user’s email address and password. If the user’s organization leverages SSO, they are redirected to the SSO login page.

      March 2025

      Update:

      • “Contract Type” added as a custom DocuSign envelope field: Envelope custom fields are used to classify, record, and track information about envelopes that are sent for signature. Now, contract type can be included in your organization’s DocuSign integration. Learn more
      • Filter by a specific date range in Contract Metrics: A new date range option was added to contract metrics called “Specific Dates” so admins can self-select a start and end date for their reporting window.

      Fix:

      • Send and save actions on contract page disabled: When viewing the contact page, the send and save buttons are inactive. 
      • Duplicate reminder emails: When setting a date reminder for a contract, it was reported that duplicate reminder emails were sent to the recipient. 
      • Error when adding currency fields to intake forms: When adding a currency field to either a template or intake form, an error occurred, and the currency field could not be added. 
      • Incorrect AI suggestion for contract execution status: When AI processed a contract, an incorrect execution status was suggested. The AI prompt, which is used to recognize the execution status of a contract, was updated.
      • Drag and drop indicator becomes red when document is dragged within the box: When uploading a contract into ContractSafe via the drag-and-drop method, the upload space turned red giving the impression the file could not be uploaded. This has been resolved and customers are also notified when a file is too large to upload.
      • Cannot search for renamed related documents: When a related document was renamed, users were unable to locate the renamed file via search. 
      • Adding commas to ledger fields, deducted the incorrect amount: When using the ledger fields, if a comma was inserted, an incorrect amount was deducted from the contracted amount field. 
      • Execution Status on Intake Form Defaults to "Fully Executed": When a contract was generated from an intake form, the execution status defaulted to fully executed. 
      • Printed Copy is Distorted from contract page: The printed version was distorted when printing a contract from the contract page viewer. 
      • DocuSign not showing under "Uploaded By": When a contract was signed using DocuSign, the unloaded column did not indicate the contract was generated via DocuSign.
      • Cannot type the letter "g" on the OCR search box: When searching within a document, the letter “g” could not be entered in the search box.
      • Signature request (DropboxSign) is limited to 3 signers only: In some scenarios, when multiple signers are added to a document via the Dropbox Sign integration, only three signers can be added.
      • Email for being tagged in comment improperly formatted: When a user was @mentioned in a comment, the email they received was improperly formatted. The formatting was fixed for comment emails.  
      • Original / Searchable Dropdown Not Working in contract viewer: The user’s most recent setting wasn’t used by default when toggling between searchable and original in the contract viewer. Also, when searchable was selected, the document text was not searchable. Both issues were fixed.
      • +Add Tag no longer allows multiple tag selections: When adding tags to a contract, users were limited to adding one tag at a time. This has been fixed, and multiple tags can be added at once.

      February 2025

      Update:

      • Polish Zloty currency added: The Polish Zloty (PLN (zl) was added as a supported currency in the currency field.
      • CFP Franc currency added: The CFP Franc (XPF) was added as a supported currency in the currency field.
      • Search for partially executed contracts with Smart Search: For organizations leveraging Smart Search and execution status, you can search for partially executed contracts. 
      • Improved allowed guest domains descriptions: The “allowed guest domains” instructions were updated to better communicate the expected behavior when restricting guest access to template and intake forms.  
      • Smart Search: Default search functionality for US & EU: When a new account is created for US or EU organizations, Smart Search is the default search experience.
      • DocuSign:  Non-admins can self modify their DocuSign credentials: Previously, only admins could modify a user’s DocuSign login credentials. If a user attempted to change their personal credentials, they’d receive the following error message: “Only department admins or administrators can do this.” This has been improved so that all users can update their personal login credentials.
      • Permissions: Read-only, Download OK users can eSign documents: A new user permissions setting was added for eSign, allowing users with a Read-Only, Download Ok user role to eSign documents. In the AI and Workflow settings, navigate to eSign on the workflow options tab and check the box. While the default setting for this permission is disabled, once enabled by the admin, all users in this permission group can eSign documents. If eSign is disabled, then the checkbox is also disabled.

      Fix:

      • Intake forms: Approval requests did not send when created without a document: Resolved an issue where approval requests were not sent to approvers when the contract was created via an intake form WITHOUT a document.
      • Reports: Individual user reports cannot be created: Resolved an issue that prevented users from generating individual activity reports.
      • Reports: Cannot download Excel  report from Contract list: Resolved an issue that prevented users from downloading the contract list as an Excel file.
      • Login: Prevent more than one email from being connected to a Google auth account: Resolved an issue for Google authusers that allowed two emails to be connected to an account, which prevented users from successfully logging into the platform.
      • Roles: Unable to modify a user’s primary role: Resolved an issue that prevented an account admin from changing a user’s primary role.
      • Roles: Unable to send invitation to newly added admin users: Resolved an issue that prevented a user from successfully sending an email invitation to a newly added admin user.
      • Contract list: unable to print contract list: Corrected an issue that prevented a user from printing the contract list.
      • Users: Unable to add a user to an existing group: Corrected an issue that prevented a user from adding new or existing users to a  permissions group.
      • Groups: Unable to modify existing permission groups: Resolved an issue that prevented an admin from modifying or deleting an existing permissions group
      • Account Settings: AU customers cannot upload company logo: There was a defect for AU organizations that prevented admins from uploading or changing their organization’s logo in account settings.
      • Contract upload:  Error message when emailing in contracts: There was a defect for AU Organizations that prevented users from using the email in contract upload method. When a user attempted to email a contract in, they received an error message.  
      • Reports: Audit trail displays when users attempt to access folders: Previously, the audit trail for a contract logged when a user attempted to access a folder where a contract was stored, which gave the impression to the admin that users had access to folders outside their permissions. The audit trail was updated and attempts to access a folder no longer display.
      • Dates & Reminders: Cannot modify existing termination date reminder: When a user attempted to update a termination date reminder, they received an error message. This has been resolved.
      • Filters: Cannot filter contract list by currency: When a user attempted to filter the contract list by the value filter, the contract list did not display the list of contracts that met the search criteria. This has been resolved
      • Approvals: Incorrect email displaying as the approval requester in approval: request email: When a contract was sent out for approval, the email address of the user being asked to approve the contract was displayed instead of the email address of the user who initiated the contract approval. This has been resolved, and the email address of the user requesting the contract approval displays.
      • Saved Views: Unable to modify and save an existing saved view: When a user attempted to modify an existing saved view, they could not. This functionality was restored and now a user can edit the shared views and save it.  
      • Annotations: Unable to click an applied annotation: After an annotation was applied to a contract, it was challenging to click on the applied annotation, giving the impression that the annotation was not clickable. A new version of the contract viewer was implemented, making it easier to click annotations.

      January 2025

      Update:

      • Smart Search: Opt in modal for AU and CA customers: Customers in our Australia or Canada server regions must opt into ContractSafe’s data residency policy before the admin can enable Smart Search for the organization. When the admin enables the Smart Search toggle via settings, the consent modal appears for the admin to accept. Upon acceptance, Smart Search is enabled on their instance.
      • Execution status field added to intake forms: The new execution status field can be added to your intake form as shown or as a hidden field. When the field is shown on the intake form, the user selects the proper execution status for the contract and the status is assigned to the contract page.
      • Execution status field added to templates: The new execution status field can be added to your template as shown or as a hidden field. When the field is shown on the template, the user selects the proper execution status for the contract and the status is assigned to the contract page.

      Fix:

      • Folder contract count on contract list incorrect: Resolved an issue on the contract list that displayed the incorrect number of contracts within the folder.
      • Restore contract list tooltips: When you hover over truncated text on the contract list, now a tooltip appears displaying the full text.
      • Amendments agreements were not marked and amendments after bulk move: When you bulk move contracts to be amendments, the amendment field now changes to Yes. (ie Amendment agreement = Yes)
      • Approval requests do not send when created by intake only users: Resolved an issue that prevented approval requests from being sent when an intake-only user created the contract via an intake form or template.
      • Related Document date format does not respect the admin date setting: Corrected an issue that prevented all dates from following the preferred data format in the organization settings.
      • Contract list termination and custom date filters displaying incorrect contracts: Resolved an issue with the termination and custom date filters on the contract list that included contracts with termination dates outside the defined data range.
      • Word documents not generating from contract page: Resolved an issue that prevented users from downloading the contract from the contract page into a word document via the more actions option.
      • Unable to add attachment to submitted template: Resolved an issue for US and Australian customers that prevented users from adding an attachment to a template.  
      • Unable to edit user groups: A bug was resolved that prevented admins from modifying and saving user groups.
      • Subfolders names not displaying in contract list: When filtering the contract list by a parent folder, an issue was resolved that prevented the sub-folder name from displaying.
      • Intake forms: Improve UI to prevent overlapping content: When creating or modifying intake forms, long field names no longer overlap text boxes and drop-downs.

      December 2024

      NEW:

      • Recognize contract execution status with AI: Before, AI could only extract one of the 14 standard contract types. Now, AI can extract any custom type a customer adds! This makes categorizing contracts that much easier.

      Update:

      • New contract execution status added: The contract execution status field on the contract page is now a drop-down with additional statutes to give you better insight into the signature status of a contract. The new statuses are:
        • Fully Executed
        • Partially Executed
        • Not Executed
        • Unknown Execution Status
        • Not Applicable

      Fix:

      • Display count of users with folder access: Resolved an issue that prevented the number of users with access to a folder from being displayed on the dashboard.

      November 2024

      NEW:

      • New Australia (AU) server region: If your organization is based in Australia, ContractSafe has data residency in the AU region. To create an account and login, visit au.contractsafe.com
      • Smart Search: While searching for contracts is easy enough, knowing what to search for isn’t always straightforward. That’s why we created Smart Search, so you can use plain language and let ContractSafe apply the filters for you.
      • Contract Metrics Dashboard widget: Contract Metrics is designed to make it easy to analyze your data, uncover key trends, and report from the Dashboard. The metrics widget only displays for admin users.

      Updates:

      • Tag deletion modal: When you attempt to delete a tag from settings, a modal appears, prompting you to confirm the deletion, preventing the accidental deletion of a tag.
      • Increased counterparty AI results: Regarding AI extracting counterparty data from a contract, the accuracy has increased to nearly 90 percent.
      • Improved SSO user invitation email message: The SSO user invitation email message was updated. The new email message includes details about the sender, directions for logging into ContractSafe, and who to contact if you have questions about logging in.
      • Contract execution status opt-in modal for AU and CA customers: For customers who leverage our AU and CA server regions, when an admin enables the contract execution status feature for their organization, an opt-message appears. Customers are required to opt in because the OpenAi (the service powering execution status) does not have data residency in these regions.
      • Deletion Modal improvements: Deletion modals throughout the platform have been improved with more explicit wording and actions to prevent you from accidentally deleting information.

      Fix:

      • Inconsistent template fonts: Fixed an issue with templates that caused the font to change inconsistently throughout the contract.
      • Custom period date filtering improvements: Previously, when you entered a time period into the custom period input, the contract list filter did not auto-select. Now, after you finish entering the information, the filter auto-selects.