Changes / View Change
- Created:
- Status: staging
New Features
- AutoDocs Designer: Full-screen document designer now available for creating and editing automated court documents with visual field placement and AcroForm support.
- Email delivery added for generated automated documents, enabling Users to receive completed forms directly.
- AcroForm import and flatten functionality allows Users to work with complex PDF forms seamlessly.
Improvements
- AutoDocs records panel now includes search functionality and bulk ZIP generation for efficient document management.
- Checklist completion workflow refined with improved section weighting to ensure all areas are properly addressed.
- Print/Save PDF button added to checklist with always-visible point weights for better tracking of progress.
- Document preview now includes full record context for accurate merge tag population.