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June 2023 Product Release Notes

You’ve probably been hearing a lot about artificial intelligence (AI) lately, but there’s a good reason for it. AI can help you cut out extra steps in your document workflows. In this month’s release notes, we’ll cover exciting new AI features, API enhancements, and workflow capabilities to get your business growing.

AI Document Generation in Docubee

If you’re having trouble creating contracts or other important documents for your business — this new feature is for you. We’ve added a new option that allows you to generate documents using AI based on a prompt you have entered in the My Documents section and Quick Sign areas of the site.

Simply click the Docubee Document Assistant button as shown below, enter your prompt, generate your document, and make any edits you’d like. You can then place fields like you would any other document and send it out for signature.

AI document generation

Try AI Document Generation from Docubee here.

Two-Factor Authentication

Docubee now supports two-factor authentication (2FA) upon login via SMS. Users can toggle on this feature in their user profile settings, add their mobile number, and start receiving authentication texts. Standard message and data rates apply.

wo factor authentication settings in ontask

Document Routing via AI

Keeping with our theme of AI innovations this month, Docubee can now evaluate documents using natural language and AI to route documents within workflows. The new Analyze Document with AI task works in conjunction with logic branches in your workflow to easily route documents without the need to create extra workflows.

workflow using the new analyze document with ai feature

AI Generated Document Summaries

Another new AI feature we’ve added this month is the ability to generate document summaries. Users can now create AI generated summaries for quick sign emails, which give signers an overview of what the document they’re signing contains before opening it.

When configuring emails, the Generate Document Summary button will now be available for you to use. Once a summary has been created, you also have the ability to make edits.

ai document summary feature within ontask email

These document summaries can also be generated for users utilizing our Advanced Workflow Builder.

task option to generate document summary with ai

This new task option has been added in the builder to generate document summaries using AI that can be displayed or used within their workflows.

task view of document summary task in ontask

Embeddable Workflow API

Have forms you constantly use to collect employee or client data? Repeatable documents like this can be a timesuck without the right tools. That is why we’ve rolled out a new API endpoint that allows users to generate an embeddable URL. This URL can then be used to embed workflows within their own applications.

This new feature can help streamline things like waivers or intake paperwork by allowing users to access and fill it out directly from your site. Learn more about embedded workflows here.

Customer Resolved Issues:

Dropdown type properties now appear in Fill & Sign property name list in the workflow builder
Add UI warnings when task assignee may be invalid for user tasks in the workflow builder
Dropdown type properties now appear in Fill & Sign property name list in the workflow builder
Fix issue causing very large workflow models to not properly save before being published
Assignee email (or property) is now shown in the task card instead of on a tooltip
Selected field on a web form is highlighted in the workflow builder
Fix issue in web forms where decimal numbers that were prefilled from a previous web form were not properly retrieved on a later web form
Fixed an issue with radio buttons in Quick Sign & Fill & Sign Task (Process Builder) not adding subsequent radio buttons to the group