2025-11

New Features

  • Case Review Mode - New mode allowing staff to review cases before
    final submission

  • Word Document Export - Export questionnaires and documents to
    Microsoft Word format with format selection options

  • Custom Case ID Numbers - Companies can now customize how case ID
    numbers are generated

  • Form Progress Indicator - See the completion percentage of forms
    directly on the case details page

  • Kanban Board - Visual board to manage and track leads and cases
    through different stages

  • Custom Email Signatures - Companies can now create email
    signatures using custom formatting

  • Single Sign-On (SSO) - Log in once and access the system without
    entering credentials again

  • AI-Assisted Drafting - New AI feature to help draft documents
    automatically

  • Automatic Notifications Webhooks - System can now send automatic
    notifications to external systems using webhooks when clients submit questionnaires

Improvements

  • Client Document Export - Clients can now export their
    questionnaires to Word or PDF format

  • Smart Form Filling - Improved automatic form filling capabilities

  • Spouse and Dependant Forms - Better handling of spouse and
    dependant information

  • ID Document Upload - Added fields to upload national ID documents

  • Address Validation - Enhanced address validation with character
    limits for better form compatibility

  • Express Entry Portal - Improved Express Entry questionnaire for
    online portal use

  • Form Templates - Improved organization and handling of different
    case types

  • Email Integration - Better email handling in signature settings

  • Language Preferences - The system now remembers your preferred
    language setting

  • Faster AI Processing - Upgraded AI model for faster and more
    accurate processing

Bug Fixes

  • Spelling Correction - Fixed spelling of "document" throughout the
    system

  • Personal History Field - Converted status field to allow free text
    entry

  • Temporary Resident Permit - Fixed issues with TRP applications

  • Marital Status Options - Corrected dropdown options for marital
    status

  • Loading Message - Fixed incorrect subscription message appearing
    during initial load

  • Form Upload Settings - Fixed visibility settings for upload
    sections

  • Special Characters in PDFs - Fixed accented characters and special
    symbols not displaying correctly in generated PDFs

  • Address History Mapping - Fixed address history not mapping
    correctly to forms