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