6 March 2025

Referral Updates

We have released the functionality that we now display the Participant's name on the entry within the referrals menu. This will help to identify the prospective Participant within the referrals functionality!

Forms Updates

Add owner to a Form Submission Requests

Form submission requests now show the request owner.

Archive a Form submission

You can now archive a form submission, including a test or mistaken submission. Open the form, choose the submission, then open its actions menu.

eSignature Update

When selecting "Someone Else" in a signature request, the current user is now always a suggested signer. This will speed up the process of assigning a signee to external signature requests!

Calendar Update

You can now create Note Templates for calendar event details. In the Note Template settings under Tasks and Notes, choose the Calendar Event usage type. When adding a note to an event, select the T icon to choose a template.

Teams Update

Now when you deactivate a user they will also be removed form their associated team when they were an active user!