December 2024
- Improved dynamic document preview
- Companies House integration and registers set-up
- New side menu navigation
- Cap table updates
Improved dynamic document preview
We've enhanced our document preview to ensure accuracy before sending documents for signing. The new preview now converts files to PDF - just like the final version sent to DocuSign - helping company admins catch formatting issues early and avoid reissuing documents. This update improves reliability and builds trust in our online signing process.
Companies House integration and registers set-up
UK companies can now seamlessly prefill, review, and confirm all officers (secretaries, directors) and PSCs in their registers - no more manual entry! This streamlined process simplifies compliance and ensures accuracy. Activate your new registers easily via the Registers Set Up menu for a smooth and efficient experience.
You can find a step by step detailed guide here.
New side menu navigation
We've revamped the side navigation to better match your workflow, grouping features into functional themes and adding icons for easier navigation.
Key sections like the Cap Table, Shares, Compliance, and Stakeholder Management are now more intuitive, and a quick tour will guide you through the changes. Plus, we've visually aligned the investor and user account navigation for a more seamless experience!
Cap table updates
You can now organise your cap table data with only a few lines of high ownership shareholders. Grantholders are now grouped into a single cap table line in both the platform and reports, consolidating all holdings from grants and exercised shares.