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
👁️ Allow participants to view External Documents without taking action
An agent can assign a Viewer role to co-participants in an External Document step, allowing them to view the document without being required to take any action. Viewing is optional and does not impact the progress of the Workflow.
This is useful when additional stakeholders need visibility into a document—for example, sharing a document with a spouse or colleague—without involving them in the signing or approval process.
📄 Add flexibility to document collection requirements
BCs can now define a minimum number of documents for a Document Request step, without restricting which specific documents are uploaded. Customers can choose any documents from the list to meet the requirement and continue adding more if needed.
When agent selection is enabled, agents must select at least the configured minimum before sending the Workflow, with validation that blocks sending until the requirement is met. Customers then receive clear guidance throughout the step ensuring that they provide at least the minimum number.