Released v2025.12
Our early-December 2025 release brings improved visibility into ingestion workflows, smarter task handling, better document and quote management, and important security updates — all aimed at enhancing reliability and usability across the platform.
Here’s what’s new:
Added
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Checklists & Forms
- Introduced task repeatability for form fields, making recurring data entry smoother and more structured.
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Ingestion
- Added success and failure counts across all ingestion workflows for improved visibility into processing results.
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Quotes & Contacts
- When creating a quote or contact, the options shown in the organization and contact dropdowns now respect your access permissions:
- Users with organization read access will see all organizations.
- Users without organization read access will see their own organization only.
- Contacts shown depend on whether you have access to the Contacts app and its data, showing only relevant contacts under your organization if access is limited.
- When creating a quote or contact, the options shown in the organization and contact dropdowns now respect your access permissions:
Fixed
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PDF Viewer
- Fixed an issue where child manuals in dynamic manuals lost PDF outlines and annotations, so all document structure and notes are now preserved.
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Manuals
- Resolved an error preventing users from uploading new document versions.
Security
- Applied platform-wide security updates to ensure safer and more reliable operations.
That’s all for the early December release — bringing clearer ingestion insights, smarter task workflows, improved document and quote management, and stronger security across the platform.
