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
📊 Bring documents to life with data-driven charts
HTML-based Dynamic Documents can now visualize session data at a glance, making key figures easier to understand instead of just listing them as text. Business Configurators insert charts directly in the HTML designer, choosing from bar, stacked bar, or doughnut visuals, with each series mapped to a numeric Attribute so the chart populates automatically from session data.
📄 Viewer role extended to PDFs
The Viewer role, already available in Dynamic Documents and External Documents, is now supported for PDF Templates as well. Admins can assign a participant as a Viewer alongside Signers and Approvers, so they can see a document without holding up the Workflow.
Case Manager
🔍 Search cases by the data inside them
Case Manager search has expanded beyond metadata like case status, owner, or creation date — agents can now search using the actual data captured within a case, such as loan amount, address, or phone number. Admins control which fields are searchable, so teams can tailor search to the data that matters most to them. Up to 50 searchable fields are supported and multiple fields can be combined in the search to keep results fast and focused.