Changes / View Change
- Created:
- Status: staging
New Features
- Flow field now available in availability templates for enhanced scheduling flexibility.
- Auto Docs designer includes a fields and operations reference guide, plus template download capability for easier document creation.
- PDF import now identifies which fields were left empty, helping Users quickly spot incomplete data.
Improvements
- Middle name fields recognized during import with suggested ClientMiddleInitial and ClientMiddleName tags for better data accuracy.
- Imported fields can now change type, with clear indication of which template widget will be replaced.
- Date tags automatically fit to the form field's length for improved formatting consistency.
- Auto Docs field grammar now resolved directly in the browser with an improved picker interface.
- Auto Docs can be generated without placed fields, providing greater flexibility in document creation.
- Field-level permissions now enforced for reads and writes, ensuring proper access control across the platform.