Discover the latest features built during the month of May to always help you better manage and handle applications & online submissions hassle-free!

Conditional display (Workflows)

Want to display a payment request once your NDA is signed? Now you can! Use the conditional display to show line items progressively based on defined rules. 

Learn more about conditional display
Notification templates library

Create as many notification emails/SMS as needed for specific events. This also means that you can have different automated reminders.

Build your emails library
New progress statuses

The new progress statuses are much more flexible, allowing you to create final, internal and approval/denial stages for example. 

Update current progress statuses
Qualification forms

The 'Conditions' feature no longer exists. Good news! You can now use one of your online forms to prequalify your senders. All current Conditions have automatically been moved to the new experience. 

Learn more about qualification forms
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A better way to onboard anyone and handle online submissions

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