...
- Introducing Lexa: AI Legal Assistant for Document Review and Compliance Checking Coming Soon
Introducing a new Revamped Task and Trigger Automation: Offering greater customization with If-Else condition blocks, enabling more efficient and tailored workflows. See detailed guide.
- Signature Rejection and Recall Handling: Users Users can now recallnow recall, edit, and reinitiate signature workflows. See detailed guide.
Quotes Cloning: The billing module now includes a cloning option for quotes, allowing users to easily duplicate them, similar to the existing features for invoices, bills, and journals.
- License Downgrade Upon User Deactivation: Users are now prompted to downgrade the associated license if it is no longer required.
Control Note Visibility in Advisor Portal: Users can now choose to show or hide notes in the Advisor Portal when creating them, similar to the existing functionality in the Client Portal.
With Enhanced Contra Notifications, Lexzur’s improved email notifications provide better navigation during contract approval and signature.
- Minor Bugs & Minor Improvements
...
