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
✉️ Resend session invitations when an invite is lost
Agents can now resend invitations to session owners or co-signers who were already invited but may have lost their original link. This avoids restarting sessions or creating new participants, keeping single and multi-party processes on track.
Sending a duplicate invite is now a distinct Reinvite action, clearly separated from Re-engage, which is used to correct participant details before resending an invitation.
✅ Ensure the correct documents are collected
Businesses can now prevent customers from continuing a session with the wrong document for Mitek-supported documents. Classification validation has been added as an advanced processing option and can be configured during Document Request creation and refined at the Workflow level. Classification results can then be used to automatically route customers down pass or fail paths, ensuring only valid documents move the journey forward.
Note that advanced document processing is no longer limited to the Photo ID category and is now available across all document categories, giving greater flexibility when defining Document Requests.
🗑️ Cancelling Workflows that the agent started
Agents can now delete a Workflow even after completing an agent-facing Form, as long as the customer has not yet started. This makes it easier to stop sessions that were created in error or are no longer relevant. This capability was already available via API and is now supported in the agent console.
Admin Center
📄 Import HTML into an existing template
Business configurators can now import an external HTML file directly into an existing HTML template while keeping the same template ID. When importing from the HTML designer page, you can choose whether to create a new template or replace the content of an existing one. This makes it easier to update and maintain HTML templates without breaking existing references or Workflows.
🔒 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.
🕒 Keep chronological naming when needed—and avoid it when it’s not
Document filenames in the AWS hub have traditionally included timestamps to help organize files chronologically. You can now turn this behavior off when timestamps are unnecessary.
📂 Store documents in a structure that fits your processing model
Different teams process documents differently. You can now choose whether session documents are stored in session-specific sub-folders or directly in the root folder.
🧮 Enhancing Function Attribute use
Function Attributes let you define values that are calculated during a session, such as derived amounts or combined fields. Until now, they could only be created in the Attribute mapping page and were not supported in PDF Templates.
With this update, Function Attributes are more flexible and easier to use:
You can now create Function Attributes on the fly when adding fields or Attributes in Forms or Dynamic Documents, using the Create new dialog. These Attributes are saved and can be reused anywhere Function Attributes are supported across the platform.
You can now bind Text, Number, and Date fields in PDF Templates to Function Attributes, allowing calculated values to appear directly in generated PDFs.
Case Manager
👥 Extend case engagement beyond a single participant
Support for co-signers
Until now, Case Manager supported customer engagement within a case, but only with a single participant. This update rounds out that capability by allowing multiple participants—such as co-signers, joint applicants, or guardians—to be involved in the same engagement.
By supporting multiple participants and shared visibility into signing progress, Case Manager brings its engagement capabilities closer to what is available in Collaboration Room, enabling richer, more complete customer interactions directly within a case.
🌍 Country code dropdown for SMS invitations
Customer engagement tasks in Case Manager now include a country code dropdown when sending SMS invitations. The prefix can default to the country code defined in profile or team settings, helping ensure consistent formatting and reducing errors when entering phone numbers.