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
👥 Multi-participant support for Dynamic Documents
Dynamic Documents now support multiple participants, bringing the same multi-party capabilities already available for PDF Templates to Dynamic Documents as well. Businesses can now collect input, approvals, and signatures from several participants within a single Dynamic Document, while benefiting from its dynamic structure and real-time presentation.
Business Configurators can assign roles such as signers, approvers, and viewers, define who signs where, and ensure all required participants complete their part. Invitations are triggered at the right point in the Workflow.
This makes it easier to run multi-party processes on Dynamic Documents, without relying on static PDFs, while maintaining control, accuracy, and a seamless participant experience.
Case Manager
🔢 OTP authentication for customer engagement tasks
Case Manager now supports OTP (One-Time Passcode) authentication for customer engagement tasks. When OTP is enabled, agents need to provide a second contact channel — aside from the original invitation channel — to which the OTP is delivered automatically to the customer when they reach the authentication point.
When a customer engagement task includes OTP verification, a status indicator on the task row shows whether verification is pending, passed, or failed, giving agents visibility without having to open the task.
🔒 Lock and unlock case notes faster
The padlock icon on each case note now shows the lock state at a glance and toggles it in one click, replacing the previous options menu.