January 2022 Product Release Notes

It’s a brand new year, and we’re thankful you’re here to ring in 2022 with us. This month, there are a few new updates but we are excited to share our next big release with you in the coming months. Keep your eyes peeled for that announcement! In the meantime, here’s what’s new for the month of January:

New Salesforce Integration

A new integration is here. Now, workflow builders can add a step to their workflow which exports documents to Salesforce.

New Custom Mask Feature

Custom masks allow you to set text fields so that only certain characters can be entered. For example, for a phone number field, users can now make it so that participants are only able to enter numbers and dashes. Screen view of content masking feature

Customer Issues Resolved