A list of all feature releases!
February 2025
Coming soon!
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.