The New envelope flow now shows one consistent set of steps
Creating an envelope used to show two steps while you picked a document, then jump to a different set of four once you moved on to choosing who signs, and even…
Fix · Operations ·
Creating an envelope used to show two steps while you picked a document, then jump to a different set of four once you moved on to choosing who signs, and even grow another step midway. The whole flow now shows the same four stages from start to finish, and uploading a file with a very long name no longer pushes the window sideways.
October 2026 · Releases & improvements
Adding a staff member while offline now works like Contacts and Tasks · Signature fields are slimmer and easier to place
Operations
- Imported company officers keep their registry position
- Valuation dates now show the day you entered
- Equity grants now show the same vesting numbers everywhere
- Option holder totals now count only live grants
- Issuing a grant now uses the plan's exercise price and never emails the
- Generated grant agreements now use your company's and grantee's real details
