✨ New

Signatures Task List & Notify Later

In September 2025, we released the Task List feature for forms. We added the same capability to Signatures.

Add Risk Data Contacts as signers
Simplified prepare signature flow
Assign signatures without notifying collaborators
Task List Preview available from Signatures
Notification indicators on Signatures

Merge Multiple Forms and Files into a Single Signature PDF

Adds an option to merge multiple forms and uploaded files into a single signature PDF. Useful for including additional documents, such as disclosures, that do not require separate signatures. After merging, forms can’t be edited or reordered, and the signature file becomes a standalone document, disassociated from original forms. See our knowledgebase article for details.

Drivers Field Expansion

We added 11 new fields to Drivers Risk Data. For teams using AMS360, we map the new fields to AMS360 on import and export. Where applicable, we will also autofill these fields to relevant forms, including ACORDs. Our APIs have been updated accordingly.

Address
Address 2
City
State
Zip Code
Sex
Marital Status
Year Licensed
Commercial Driver Since (Commercial Only)
Vehicle
Percent Use

Add Number to Commercial Liabilities

Adds a Number column to Commercial Liabilities. This supports accurate association of hazards per premise and improves autofill capability with ACORDs and similar forms.

🎨 Usability

Improved Sorting in Assign & Share Modals

Customer collaborators and risk data contacts are now displayed at the top of the Assign and Share modal user lists, sorted alphabetically, followed by team members in alphabetical order. After adding a new collaborator, the modal automatically scrolls to highlight the newly added user for visibility.