Preparing a document for e-signature from an uploaded PDF or Office file
the assistant can now read the document's text and place signature and date fields next to your labels, instead of reporting every field as unmatched or…
Enhancement · Platform ·
the assistant can now read the document's text and place signature and date fields next to your labels, instead of reporting every field as unmatched or refusing the draft with "no readable text layer".
September 2026 · Releases & improvements
Contact time zones now fill themselves in · The placeholder picker in documents no longer offers colour placeholders
Platform
- Email campaigns: do more with several at once
- The Budget vs Actual (Monthly) chart in Budgeting & Forecasting now explains
- Document previews outside the editor now show the document's theme
- Mo now opens in Chat
- Template admins can now control what members can do with a branded template
- Equity: the Transaction Log now shows the true date for every transaction
