Changelog

Public Shareable Links

• Share knowledge items and collection cards with external parties

• Generate secure public links with automatic expiration

• Control who has access to shared content

• Revoke links at any time

• Rotate tokens for refreshed security

Access Control & Security

• Configure access levels per link (view, comment, edit)

• Strict security controls for shared collection cards

• Automatic rate limiting against abuse

• Complete audit logs of access and actions

• Secure token management with hashing protocol

Public Comments

• Visitors can comment on shared content

• Full comment threads with replies

• Comments visible to everyone with access

• Structured sidebar for comments

• Notifications for new comments

Share Management Dashboard

• Overview of all active shared links

• See view counts and last opened timestamp

• Manage multiple links per item

• Easy revocation of specific links

• Clear overview of who has access

Convert Knowledge to Documents

• Transform knowledge items into formal documents with one action

• Choose document template during conversion

• Preserve all content and formatting

• Open directly in document editor after conversion

• Quick document creation from existing knowledge

Document Creation Workflow

• New document start dialog with template selection

• Create documents from knowledge or from scratch

• Template-driven document structure

• Automatic linking to original knowledge item

• Complete document lifecycle from knowledge base

SignIQ Document Signing

• Send documents for signature via SignIQ

• Contract preview in public portal

• PDF generation for signing flows

• Integrated signing for contracts

• Complete signing status tracking

Public Display

• Professional public page for shared content

• Reader-friendly layout without distractions

• Structured sidebar with metadata

• Responsive design for all devices

• Optimal reading experience for visitors

Improved Thread Activities

• Better organization context for activities

• Visibility control per organization

• Space-based activity filtering

• Consistent activity logging

• More accurate activity tracking

Flexible PDF Template Sections

• Add cover pages and back matter to templates

• Template-level attachments that automatically include

• Configure prepend/append sections in template settings

• Static text and images always included

• Knowledge items automatically merged in correct order

Better Template Organization

• Cover pages appear before main content

• Back matter attachments after document

• Consistent merging in preview and final PDF

• Better control over document structure

• Professional document composition

Duplicate & Move Pages

• Duplicate template pages with one click

• Move pages up or down in designer

• Easier multi-page template building

• Improved page organization workflow

• Faster template creation

Smart Knowledge Item Selector

• New knowledge item selector component

• Visual selection of attachments

• Organize attachments as front or back matter

• Clear distinction between cover and appendix

• Better attachment management in quotes and invoices

Refreshed Portal Preview

• Portal always shows current PDF after changes

• Refresh button for immediate PDF regeneration

• No more stale previews

• Reliable preview of final output

• Consistent behavior between preview and sending

SignIQ Improvements

• Signature controls stay visible in sidebar

• Sidebar protected from accidental collapse during signing

• Better status updates during signing process

• Clearer status transitions

• More reliable signing flow

Improved Email Sending

• More reliable email sending for quotes and invoices

• Better error handling for email issues

• Transparent error messages

• Emails always deliverable

Dutch Company Registry Integration

• Search Dutch Chamber of Commerce (KVK) directly from SideIQ

• Look up companies by name or KVK number

• Auto-fill company information from official registry

• Reduce manual data entry and typos

• Access authoritative company data

Smart Company Search

• Type company name and get instant suggestions

• Autocomplete with matching results

• Find companies quickly and easily

• See company details before selecting

• One-click data import

Automatic Data Population

• Company name auto-fills from KVK registry

• Business address imported automatically

• Legal business name included

• Chamber of Commerce number added

• Complete company information in one click

KVK Number Field

• New KVK number field type for forms

• Validate KVK numbers (8 digits)

• Use in custom templates and documents

• Support for KVK lookups in field builders

• Better company data standardization

Better Company Registration

• Less manual typing required

• Fewer data entry errors

• Consistent company information

• Official source of truth

• Faster company creation

Improved Data Quality

• Company data from official Dutch registry

• Reduced duplicate data

• Better address information

• Verified business names

• More reliable company records

Automatic Relationship Detection

• AI-powered detection of relationships during import

• Automatically match imported contacts to existing records

• Match by email, name, or custom fields

• Intelligent linking prevents duplicate creation

• Smart resolution of references between entities

Multi-File Import Support

• Import multiple CSV or Excel files in one operation

• Batch processing for all files together

• Consistent relationship matching across all files

• Better organization of large data imports

• Handle complex data structures easily

Relationship Configuration

• New Relationships tab in import wizard

• Configure relationship rules before importing

• Review matched relationships before saving

• Multiple match strategies for flexibility

• Edit relationship mappings as needed

Smarter Data Import

• Better data integrity after imports

• Automatic resolution of references

• Prevent duplicate relationships

• Consistent data linking across imports

• Validation before saving

Better Import Control

• Preview relationships before completing import

• Save import preferences for future use

• Better error messages for import issues

• More transparency in how data connects

• Complete control over import process

Performance & Reliability

• Efficient relationship matching algorithms

• Better handling of large datasets

• Optimized batch processing

• Reduced import errors

• Faster import completion

Bug Fixes

• Fixed opportunity deletion - now shows confirmation dialog before deleting

• Fixed sidebar actions consolidation for clearer interface

• Fixed contact form validation for new company creation

• Improved error handling during opportunity operations

• Fixed UI inconsistencies in tabs and buttons

Improvements

• Better activity filtering with new notes filter option

• Optimistic UI updates for faster response when changing opportunities

• Invoices tab on opportunity pages for better invoice tracking

• Improved breadcrumb navigation across CRM entities

• Better form validation with clearer error messages

• Enhanced Dutch localization for all CRM entities

• Refined styling for date-picker, calendar, and selector components

• Better UI consistency across all CRM components

• Organize knowledge items by moving them into folders

• Move items between spaces and folders easily

• Better folder structure management

• Improved sidebar navigation and tree organization

• Better visual consistency across dashboard

• Enhanced editor responsiveness

• Cleaner knowledge space overview

• Improved empty state with quick actions

Complete Native E-Signing Solution

• Replace external services with native e-signing powered by SignIQ

• Full control over signing process and data

• Evidence-grade electronic signatures for commercial contracts

• Compliant with eIDAS Article 25 and Dutch law (BW 3:15a)

• Industry-standard legal standing for business documents

Digital Signature Technology

• PAdES cryptographic digital signatures embedded in PDF

• Multiple seal levels: Basic, Timestamped, Long-term, Archival

• RFC 3161 trusted timestamps from external authorities

• Proof that document existed at signing time

• Cryptographic evidence embedded directly in PDF

Tamper-Evident Audit Trails

• SHA-256 hash chain for complete document history

• Detect any tampering with documents or audit logs

• Immutable record of all signing events

• Proof of document integrity over time

• Complete accountability trail

Magic Link Signing Flow

• Send secure signing links to customers

• No account creation required

• Magic links valid for 14 days (configurable)

• Token-based authentication

• Simple one-click signing experience

Multiple Signature Methods

• Draw signature with touch or mouse

• Type your name for signature

• Upload signature image

• Choose your preferred signing method

• Save signatures for future use

Public Document Verification

• Anyone can verify signed documents

• Access via public verification URL

• No authentication required

• See complete audit trail

• Verify document integrity and signatures

Certificate Page Generation

• Professional certificate included with signed PDF

• Shows signer name, timestamp, and IP information

• Complete audit trail visible

• Professional appearance

• Proof of signing authenticity

Security & Compliance Features

• 256-bit random tokens for security

• PII masking in public verification (j***@example.com)

• Secure logging without exposing sensitive data

• Organization-level data isolation

• Role-based access controls

Quote & Contract Integration

• Send quotes for signature directly

• Quotes automatically linked to signing requests

• Track signing status in CRM

• View signed PDFs in quote detail

• Complete document lifecycle

Signing Status Tracking

• See current status of signing requests

• Track when document was viewed

• Know when signature was captured

• View when PDF was sealed

• Complete timeline of events

Decline & Cancellation

• Recipients can decline to sign

• Provide reason for declining

• Cancel pending signing requests

• Track declined requests

• Audit trail for declined documents

Duplicate Quote Functionality

• Create copies of existing quotes

• Retain all content and items

• Perfect for new variations

• Quick quote creation

• Historical reference maintained

Enterprise Features

• Multi-organization support

• Configurable expiration periods

• Custom document templates

• Rate limiting and security

• Comprehensive audit logging

Background PDF Processing

• Automatic PDF generation

• Asynchronous signing workflows

• Async certificate page creation

• PDF merging and sealing

• Notification system

Pre-Built Professional Templates

• Multiple design themes for invoices and quotes

• Blue, green, and white professional templates included

• Playground templates for testing and customization

• Start with a pre-made template and customize

• Professional designs ready to use immediately

• Easy template switching and management

Accompanying Text & Rich Content

• Add rich text content to invoices and quotes

• Include terms, notes, or additional information

• Format text with bold, italics, links, and more

• Rich text appears in PDF output

• Better document storytelling and context

• Professional document formatting

Knowledge Attachments

• Attach knowledge base items to invoices and quotes

• Include product documentation in quotes

• Add terms and conditions as attachments

• References and supporting documents included

• Automatically included in PDF output

• Better customer communication

Unified PDF Preview

• See invoices and quotes with all attachments

• Preview combined PDFs with all content

• See how everything looks together

• Test before sending to customers

• Better visual verification

• Confidence in final output

Enhanced Template Gallery

• Browse all available templates in one place

• See preview of each template

• Organize templates by type

• System templates and custom templates together

• Easy template selection and management

• Better template organization

Better Template Management

• Templates section in settings for full control

• Create new templates from scratch or system templates

• Edit and customize existing templates

• Duplicate templates as starting point

• Full template lifecycle management

• Flexible template organization

Complete Document Generation

• Invoices and quotes include all content

• Accompanying text rendered in PDFs

• Knowledge attachments merged into documents

• Professional combined output

• Consistent document structure

• Better document quality

Seamless Template System

• System templates available to all users

• Create personal copies of system templates

• Customize to your brand

• Keep original system templates intact

• Easy upgrade path

• Scalable template management