Jan-Feb Updates 🚀
We have started the year strong! Check out all the awesome new stuff we have released at SpotDraft.
Platform Enhancements
🌟 Enhanced Contract Search with Quick Access (⌘K/Ctrl+k): We've upgraded Quick Access, enabling users to search for contracts seamlessly using ⌘K on Mac or Ctrl+K on Windows. This feature allows for comprehensive searches across Contract Titles, Counterparty Names, Reference IDs, Business Users, and Tags, displaying a list of matching contracts instantly.
Applicable for All Users
🛠️ Customizable Notification Preferences: Introducing customizable settings for email and Slack notifications. Users now have the flexibility to toggle specific notifications on or off, personalizing the updates received from SpotDraft according to their preferences.
Applicable for All Users
🔒 Security and Identity Enhancements: We've introduced self-serve advanced security settings, empowering admins and members with Security & Identity permissions to manage Authentication (SSO, Google Sign-in, Microsoft Sign-in) and User Provisioning (SCIM) more effectively. These enhancements are now accessible across all workspaces, with SAML SSO & SCIM available as paid features, automatically enabled for existing customers who have historically used them.
Applicable for Admins
Repository Enhancements
💡Suggested Views in the Repository: To streamline navigation, we've pre-configured three common repository views
- ‘My Contracts’ for the current business user
- Contracts ‘Expiring in 30 days’
- ‘Pending Countersign’ for contracts awaiting the counterparty's signature
Users can quickly set up these suggested views with a single click. Want to setup your own views? The next feature allows you to do just that.
Applicable for All Users
➕ Save as New View Feature: Enhance your repository with customized views. Apply filters on the 'All' view and use the Save as New View button to save and rename a new view incorporating the applied filters.
Applicable for All Users
Workflow Manager Improvements
🆕 Direct Creation of Contract Types from Workflow Manager: We've eliminated disruptions in workflow setup by enabling the direct creation of new Contract Types from the Workflow Manager, applicable for TPP and Template workflows. This ensures a smoother setup process without needing to pause and navigate away from your workflow.
Applicable for Admins
🔄 Discard Unpublished Changes made to a Workflow: Users can now Discard Changes made to a published workflow, reverting any modifications back to the previous published state and starting fresh with a clean slate.
Applicable for Admins
🐑 Duplicating a Workflow: To facilitate the creation of new workflows similar to existing ones, the Duplicate Workflow feature allows users to copy all settings from an original workflow to a new one, significantly reducing repetitive tasks.
Applicable for Admins
📝 Approval Enhancements: Now approvers can access specific contracts that need their approvals without granting them access at the contract type level.
Applicable for All Users