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Phone-friendly Form Sharing

Expanded Gender/Pronoun Support

New picklist was added to support gender and pronouns configuration. Appropriate pronouns will be merged into documents when using corresponding merge codes.

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Custom Fields On Standard Forms

Partner Law Firm Portal Expansion

Added ability to share selected documents in Partner Law Firm Portal. You can share documents based on document Sub-Category or Tag.

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Added ability to configure columns available in Partner Law Firm Portal.

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Auto-Refresh Option in Dashboards

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