This article lists features, improvements, and bug fixes that are available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
Collaboration Room
✉️ Additional session invitations for session owners and co-signers
Agents can now send additional invitations to the session owner or co-signers directly from an active session, and the same action is available via API. Sending an additional invite is now a distinct Reinvite action, separate from Re-engage, making it clearer when you’re nudging participants versus updating their details.
🕒 Control timestamps on AWS hub document filenames
Business Configurators can now decide whether the AWS hub should append timestamps to document filenames using a new “Add timestamp to documents” checkbox in the AWS integration hub. The option is enabled by default to match previous behavior but can be turned off when downstream systems require stable, timestamp-free filenames or simpler naming conventions.
📂 Configurable session sub-folders in AWS hub
The AWS hub now includes a setting that controls whether documents are stored inside a sub-folder named for the session ID or directly in the root path. This lets admins choose between session-grouped storage for easier manual review, or a flat structure that better fits automated downstream processing and external storage requirements.
🧮 Create function Attributes in the PDF Template builder
You can now create function Attributes directly in the PDF Template builder. Function Attributes are available in the Create new dialog, so there’s no need to switch to the Attribute mapping page, making in-builder setup faster and smoother.
Admin Center
🔒 Lock and unlock case notes permission
When creating or editing a custom user role, you can now choose whether the role can lock or unlock case notes. The new lock/unlock notes option appears as a dedicated permission, giving admins clearer control over who can change note status.