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Product updates

New updates and improvements to Feathery

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March 6, 2025
Mar 1, 2025

Document Intelligence

  • Improved UX and performance for specifying extraction configurations
  • Email extractions now visually display important metadata such as sender emails in the review screen.
  • Extraction queries now support custom formats such as free-form, radio option, number, dollar value, address, and more.
  • Extractions now support explicit page filters that allow ignoring pages that don’t contain specific keywords or prioritizing pages that do contain specific keywords
  • “Rules” can now be specified for specific queries that allow modulating the way data is extracted for that query.
  • The email inbox integration now allows pulling emails from specific email addresses in addition to email domains.
  • Improvements to email & document extraction accuracy

White Label Editor

  • Various dashboard tabs and settings can now be disabled selectively on a per-workspace basis from the API.
  • You can now create your own custom templates and categories that can appear in your workspaces.
  • Multiple custom fields can now be made available for your workspaces.
  • Support a “direct nav” configuration for white label workspaces where you can redirect the user directly to a specific form, and the user will not be allowed to navigate to the broader workspace.
  • In the admin account, loading workspaces is now paginated for better performance.

Developer API

Integrations

  • Quik:
    • A mapping between Salesforce record fields and Quik fields can be uploaded to Feathery to automatically map Salesforce records in the Salesforce integration.
  • Email:
    • Attachments can now be conditionally included for custom email templates.
    • Email reminders can now be configured to go out on a dynamic cadence based on the reminder interval set for specific submissions.‍
  • ‍Amplitude: Now has full support for the EU region.

Core Form Builder Improvements & Fixes

  • Dashboard loads much faster now for accounts with many forms.
  • Container background images can now be loaded dynamically from an uploaded image or specified URL.
  • Folders in Feathery can now be deleted and renamed.
  • Apex forms can now be configured for every single custom domain enabled on an account.
  • API connectors now support additional functionality:
    • feathery_form_id: variable that maps to the ID of the current form
    • FeatheryDocument:<Document ID>: variable that includes URL to a filled or e-signable document template
    • Support for automatically calling an API multiple times to upload multiple files, along with passing metadata like the file name and type.
    • Robust parsing of returned data, including more flexibility with date and number formats.
  • UX improvement to not make table rows appear selectable if no action occurs.
  • Improved the format of the document envelopes table.
  • You can now disable automatic collaborator invite emails from sending out in order to force collaborators to leverage the Task View in Feathery.
  • Collapse semantic meaning field sections by default.
  • When filling a document template via a button action, allow choosing None instead of either signing or downloading the filled template.
  • The character spacing form style now allows negative values.
  • The task view can now be filtered by hidden field values.
  • The task view can now be filtered by multiple values for each specified field.
  • Fixed issue where submitting a repeating integer field would filter out empty values.
  • Accounts in Feathery can now be optionally configured with signed file URLs that expire after a period of time.
  • Fixed issue where A/B test form logic rules were not being properly sent.
February 6, 2025
Feb 4, 2025

Document Intelligence

  • Email inbox integration:
    • Now allows extracting documents connected via inline links in the email body itself.
    • The content, subject, sender, and send time can now be saved to hidden fields to use in logic or send to other systems.
  • Post-extraction logic rules now have access to the extraction run ID (e.g. can set it into a field).
  • The AI extractions table will display multiple file links for a given run if multiple files were merged into one before being processed.
  • Extractions now support filtering for relevant files (via AI) if multiple are received.
  • Examples can now be included for an AI query to guide it in expected output.
  • Emails are now processed more frequently (every 2 minutes).
  • Excel extraction now evaluates defined formulas before extracting data.

White Label Editor

  • You can now customize the dashboard loader for white label accounts.
  • Custom fields can now be enabled in the editor by providing your own React code, icon, and label.
  • Customize the # of allowed submissions and forms for each workspace.
  • Workspaces now support a test mode where they are accessible via test API keys. Live workspaces are no longer accessible via the test API key.

Integrations

  • New Integrations
    • Box: Automatically send uploaded files and documents to various Box folders, with custom file names.
  • Updated Integrations
    • Quik:
      • Multiple instances of the same Quik form can now be filled at once via repeating fields.
      • Feathery-collected e-signatures can be automatically stamped onto filled Quik forms.
      • Quik fields can now be mapped to Feathery fields via a dedicated UI.
      • Additional Docusign document signers can be configured via a dropdown multiselect Feathery field.
    • eMoney: The eMoney integration now supports both fetching and sending data from all major eMoney record types (client, financial data, etc.)
    • Plaid: Now supports Identity Verification and Consumer Credit reports.
    • Flinks: The login and account IDs can be fetched from Flinks.
    • Webhook: The webhook integration now retries on ephemeral failure.
    • Power Automate: Now enabled for all Feathery international regions.
    • Amplitude:
      • Leverages latest Amplitude library
      • Supports enabling session replays
      • Supports Amplitude EU region

Core Form Builder Improvements & Fixes

  • API connector updates:
    • Mapping allows including the URL to a filled / e-signed document template.
    • Binary file data can be passed directly via a custom pattern.
    • API connector response mappings will automatically cast the response value if mapped to a form field that has a type.
  • Clearer warning when creating a logic rule with a duplicate name.
  • Updated miscellaneous UI styling across the dashboard, including animations, borders, and more.
  • The Feathery task view can now show and will default sort by the Last Updated timestamp.
  • The Feathery task view now allows reviewing completed tasks.
  • Modals can no longer be closed by pressing “Esc” to prevent accidental closures.
  • Improved logic for sorting logic rules by their trigger within the list view.
  • Custom CSS can be set for a form in the form settings.
  • Fixed issue where Feathery app would occasionally auto-refresh.
  • The Feathery SSN field now supports collecting only the last 4 digits of the SSN.
  • Excel document autofill can now fill multiple variables in the same cell.
  • New public API for rotating your existing set of API keys.
  • Filled / e-signed documents can now have a dynamic name set via a field variable.
  • In a promotable form sequence, the non-live forms will prioritize test integration keys if they’re specified.
  • Improved UK counties list for phone number field
  • Improved password field eye icon style
  • Fixed issue where font styles on the mobile form would be cleared.
  • Improved Feathery’s RTL language support for document filling, fields, and translations.
January 2, 2025
Jan 1, 2025

White Label Editor

  • A suite of APIs now allow you to provision and de-provision whitelabelled Feathery workspaces for your customers
  • The same APIs allow you to customize the branding and features in each individual workspace.
  • In your workspace admin account, you’ll be able to perform the same actions via the Feathery UI.
  • You may generate an account-specific auth token to automatically log your customer into a workspace, bypassing Feathery auth.

Document Intelligence

  • AI extraction runs can now be exported via CSV in the Results tab.
  • The spreadsheet extraction can now pull data out of specific cells and sheets.
  • A status will show up when data has been pulled for a document extraction but not yet the boxes indicating location of the data on the document.
  • When triggering a document extraction from a button action, the resulting extraction run ID can now be saved into a field for later use.
  • Further improved document extraction accuracy and speed.

Document Templates & E-signatures

  • The Sign Documents button action is now Generate Documents, and it allows either redirecting the user through an e-signature flow or downloading filled documents directly.
  • The same document template can now be filled out multiple times at once with repeating field data.
  • Improved robustness of parsing PDF document templates.
  • When a document envelope is filled / signed, the envelope URL can be saved into a hidden field to be accessed via logic.
  • Numerical field values get filled as numbers into Excel templates now.
  • Improved the default signature invite email to look good on all devices.

Other Public API Updates

Core Form Builder Improvements & Fixes

  • Improved the forms table UI when no forms have been created.
  • The Task View can now be sorted by individual fields.
  • When mapping Quik form fields, they will now be filtered by field type (e.g. only phone Quik fields for the Feathery phone form field.
  • When using a Quik field with pre-defined options, they will no longer be editable in the Feathery UI.
  • Files uploaded to Feathery file upload field can be attached to the Quik form bundle.
  • The API connector config now supports bulk mapping of request and response fields.
  • The webhook integration now allows including hidden field data in the Data Received webhook event.
  • Fixed issue where clearing the search term in the form elements sidebar wouldn’t revert the filtered elements.
  • Webhook error notifications now return additional information about the webhook for identification (e.g. webhook URL, form name)
  • The embed SDK now exposes via API the dependency graph of which fields affect which other fields are shown/hidden.
  • Improved scrolling of fields on focus on iOS devices.
  • Document e-signature redirect from forms will now maintain the same user session across devices and browsers.
  • Improved UX of navigating between steps via the test form UI.
  • The Stripe integration now supports including a free trial with a custom number of days when initializing a subscription.
December 5, 2024
Dec 5, 2024

Document Intelligence

  • Emails can now be processed by extractions when the email inbox integration is enabled. The extracted results are viewable in the extraction results.
  • Extractions can be configured so if multiple documents come in simultaneously, they are combined and processed at once.
  • The processing time of documents has been further reduced.
  • Extraction results can now be exported as a CSV in the dashboard.
  • Additional metrics for AI extractions including timing of different steps and more.
  • Word and Excel docs are now processed robustly via document extractions

Advanced Logic

  • The logic rule table can now be searched via its code.
  • Element triggers have more context and are easier to select.
  • If the logic code editor is maximized, that state carries over to other rules in the same session.
  • Rules that run on a particular step or element now appear in the relevant locations of the form designer.

Quik Integration Improvements

  • No longer allows manually typing new Quik field IDs to reduce user error. All field IDs are available to select.
  • Generating Quik forms from a specific Feathery form will now only leverage fields from that particular Feathery form.
  • Improved Quik error handling notifications

Core Form Builder Improvements & Fixes

  • Improved responsiveness of form designer hotkeys.
  • Form list table can now be searched by the form ID.
  • The alignment of stamped text can now be specified for document templates.
  • Stamped text will now inherit all configured typography styles.
  • Custom email templates can now be set up for signature notification emails.
  • Improved responsiveness and eliminated ephemeral bugs in the form designer.
  • Options when setting hide/show logic or custom validation errors can now be bulk added.
  • Form analytics now contain the total number of views on each step as well.
  • Publishing linked field updates will now update drafts in other forms appropriately.
  • If file upload fields are not updated, submitting the step will not re-submit the same files for processing.
  • Progress bars now animate again across steps.
  • Improved robustness of repeat container handling.
  • Files can now be dragged and dropped onto a file upload field to add a file.
November 2, 2024
Nov 6, 2024

Multiple Form Editors

  • Multiple editors in Feathery can now modify a form simultaneously. This enables an entire team to develop in parallel without being blocked on others.

Dev & Staging Forms

  • Form Promotion is an advanced feature designed for users who need to seamlessly manage multiple versions of a form. It allows you to swap one instance of a form with another, making it ideal for maintaining both a 'live' version of a form and a separate 'development' version.

Integrations

  • New wealth integrations:
    • Orion: Read/write data from portfolio records, models/trading, report/proposal builder, and billing.
    • Redtail: Sync your form data with your Redtail account records, both ways.
    • Addepar: Automatically pull and send client data to Addepar.
    • RightCapital: Automatically pull and send client financial planning info to RightCapital.
    • Wealth.com: Automatically pull and send client data to Wealth.com.
    • Pontera: Automatically pull and send client data to Pontera.
    • Nitrogen Wealth: Automatically pull and send client data to Nitrogen Wealth.
    • Tamarac: Read from, create, or update Tamarac financial records based on your form submissions.
  • Improved integrations:
    • Flinks: The number of days of transaction history to pull can now be customized.
    • Quik:
      • The file attachment UI can now be configured to auto-open in the review screen. The e-sign phone number can be prefilled as well.
      • The Quik review screen will now open up in the same flow as the form to avoid browser permission issues.
    • When setting up an API connector powered by integration credentials, you can now set up the credentials directly in the API connector workflow.

Document Intelligence

  • Email inbox integration: Trigger document extractions directly from documents attached to your email threads. You can also initiate form submissions for any forms connected to the extracted data.
  • Extractions now support advanced logic rules that can run after the extraction completes and allow calling APIs, triggering other integrations, running additional extractions, and more.
  • Extraction review screen improvements:
    • The order of extracted data entries is now aligned with the order of the queries.
    • Related data entries are now grouped together for easier analysis.
    • The results for an entire query can now be toggled on or off.
    • When an extraction is approved, an optional URL redirect can be enabled.
  • A multi-value query can now be set with the following attributes.
    • Required: data *must* be found for this query
    • Unique: duplicate results for this query will not be included.
  • Extraction templates are now available. When creating an extraction, choose from a preset library of templates (e.g. bank transactions, holdings, etc.) and it will automatically populate with best-practice, commonly seen queries along with optimized processing logic.
  • Extraction results with lots of runs will now load and paginate faster.

Core Form Builder Improvements & Fixes

  • API connectors now support field variables in the URL.
  • Results can now be bulk uploaded to a form via a CSV file.
  • The City field can now be enabled with autocomplete, which will fill in the selected city, state, and country.
  • Feathery SSO now supports connecting additional custom attributes from your IdP to Feathery team accounts, including first/last name, phone number, and more.
  • When picking a winner for an A/B test, you can also allow the winning form to inherit the links of the formerly live form, enabling a seamless hotswap.
  • When leveraging the financial form template creator, an existing theme can now be selected for the template form to use.
  • The submission fetch API can now be ordered by the layout of fields in the form.
  • The static internal field ID is now returned in Feathery APIs and can be used to identify fields when submitting data via the form submission API.
  • When deleting a form, the name prompt won’t contain trailing whitespace.
  • Copying a form will intelligently link already linked fields and leave unlinked fields unlinked.
  • When generating a PDF template in Feathery, the default PDF font is now embedded to handle a known Acrobat issue with rendering symbols.
  • When signing across multiple signature fields on the same form or document, the subsequent fields will prefill the name used in the previous field.
  • Dropdown fields will no longer autofocus on mobile devices.
October 3, 2024
Oct 6, 2024

Integrations

  • New Integrations:‍‍
    • Google Cloud Storage: Automatically populate form files to a custom Google Cloud Storage location.‍
    • Linear: Update Linear tasks via your Feathery form submissions.
    • ‍MailerLite: Create MailerLite subscribers from Feathery form submissions.‍
    • Mailgun: Send emails through Mailgun populated with collected form data.‍
    • Omnisend: Update Omnisend contacts with collected form data.‍
    • OpenAI: Send messages to your OpenAI chatbot.‍
    • Perplexity: Trigger Perplexity chat completions with collected form data.‍
    • Productboard: Create Productboard features from form submission data.‍
    • WooCommerce: Create WooCommerce records via your Feathery form submissions.‍
    • Apollo.io: Create Apollo.io records from your collected form data.‍
    • CINC: Automatically create CINC leads and records from collected form data.‍
    • FreshMarketer: Create Freshmarketer records from your collected form data.‍
    • Workiz: Automatically create Workiz records from collected form data.‍
    • MoneyGuide: Read from, create, or update MoneyGuide financial records based on your form submissions.
  • Improved integrations:
    • The ability to filter integrations by category has been improved.
    • Quik! Forms:
      • The Quik! E-sign popup can now be customized in the Quik integration and prefilled from form data.
      • Quik! username and password are now optional since they will default to a test account.
      • When mapping Feathery to Quik! Fields, you can now select from a list of Quik! Field options based on the Quik! forms you’ve connected.
      • You can now choose multiple Quik! forms at once when setting up your initial Feathery form, and Feathery will automatically merge them.
      • Quik! forms can now be conditionally included in the final bundle.
    • Webhook: A test URL can now be set so the test form calls a different endpoint than the live form.
    • Salesforce: You can now create an API connector that pulls Salesforce object data via SOQL or creates / updates a Salesforce object directly.

Documents Auto-fill & Signatures

  • Word document templates can now be viewed in the dashboard once created.
  • Signature flows can now be set up to redirect back to the origin form or website once completed.
  • Invalid Word templates will now trigger error notification emails.
  • Checkboxes and radio button groups will now be stamped onto documents if an existing field doesn’t exist.
  • Document signature alertees can now include dynamic email addresses specified via a field ID.
  • Uploaded images may now be specified dynamically in a Word doc template.
  • The document to sign may now be downloaded before it’s signed.

Document Intelligence

  • You may now forward documents to a Feathery email and have them automatically be run through a Feathery document extraction.
  • Document extractions have now been moved out of forms, which allows multiple forms to leverage the same extraction and the user to run an extraction independently of a form.
  • Document extractions can now be duplicated.

Core Form Builder Improvements & Fixes

  • Feathery-hosted forms now load 1 second faster.
  • The default step background color can now be set as part of the theme.
  • Forms now load faster in the dashboard (active forms are loaded first in priority).
  • Fixed bug where API connectors wouldn’t load properly after opening up a different form first.
  • Accounts with the Viewer role will no longer see billing warnings.
  • Improvement to the switch design in Feathery.
  • The batch submission fetch API is now more performant.
  • There is now an API to fetch the PDF export of a given form submission.
September 5, 2024
Oct 6, 2024

Quik Partnership & Integration

  • Feathery has partnered with Quik! Forms in enabling RIAs and broker-dealers to automatically open and transfer custodial client accounts. Instead of asking your clients to manually fill out tedious PDF docs that often ask for duplicate information, Feathery allows you to create a seamless client experience:
    • Ask for each piece of info only 1 time, and Feathery automatically generates every necessary custodian PDF with its fields filled.
    • Prefill client information from your system of record, e.g. Salesforce.
    • Native Docusign integration for a seamless e-sign experience when the custodian requires it. Leverage Feathery’s native e-sign experience otherwise.
    • Conditionally show only the fields in your digital Feathery form that are necessary for the user to fill. Don’t show unnecessary information.

Document Intelligence Updates

  • Extractions can now be run on specific pages of a multi-page document, dynamically determined by an AI classification pipeline.
  • Additional accuracy and speed improvements for dense documents.
  • When configuring an extraction, you no longer need to specify the fields to store the data into - they will be automatically created.
  • 100+ page documents can now be processed more efficiently.
  • Extraction queries can now be sorted.
  • Improved data auto-scroll behavior in the result viewer.

Integrations

  • New Integrations:‍
    • AWS S3: Automatically upload form files to an AWS S3 bucket and path
    • Integrate Feathery with LoanPro, Temenos, or Fiserv for an end-to-end loan origination and management experience.‍
    • Oscilar: Integrate Feathery with Oscilar to handle risk decisioning for financial services.
  • Improved integrations:
    • You can now easily write Salesforce API connectors that use custom SOQL for prefill support (ex: pre-filling forms using Salesforce Contact data).
    • Submission PDF exports can now be sent through most integrations.
    • Additional Plaid data can now be pulled via the Plaid integration.

Documents

  • Word documents can now be signed as well within Feathery’s E-Signature solution
  • Document signatures can now be configured to use either drawn, typed, or both.
  • Excel document templates can now generate multiple rows dynamically if the field used to fill a variable is a list of values.
  • The document ID is now accessible from the document settings page.
  • Improved UI for when no folders have been created.
  • Signed PDF notification emails can now be chosen from existing account users as well.

Core Form Builder Improvements & Fixes

  • Hidden fields can now be created and edited in an improved interface that allows for editing options, semantic definitions, and more.
  • Improved no-code rule builder UI
  • Saving data to Feathery servers can now be disabled on a per-form basis.
  • The default translation can now be assigned a language code as well.
  • The form’s creator, creation timestamp, last edit timestamp, and last editor will all be displayed in the form settings.
  • You can now assign or disable the ability to publish forms for specific Feathery accounts.
  • When customizing the form results table, fields to choose from are now sorted.
  • When navigating around form result pages quickly, they will no longer clear.
  • The date selector field now has configurable time intervals.
  • User-submitted files in Feathery can now be cleared on a regular interval.
  • When copying a form or choosing a template, add/remove container actions will be properly copied now.
  • An account in a user group that creates a form will automatically have that form be associated with the user group.
  • QR scanner field camera and zoom settings are now saved between sessions.
  • Removed extra padding from the phone field.
August 5, 2024
Aug 6, 2024

Feathery AI Updates

  • Feathery’s new AI chrome extension allows auto-filling any web form or portal with form data. It uses AI to understand the layout of the site and the semantic meaning of each field. Then, you can select a Feathery form submission that it uses to automatically fill the web form with data.
  • Document intelligence upgrades:
    • Document extraction actions can now be run directly from advanced logic rules, allowing conditional running and chaining extractions.
    • Can extract more types of data such as addresses.
    • A list of options can now be defined as the range of allowed answers to an extraction
    • An extraction that’s still processing will now show as processing in the dashboard results
    • Selecting an extraction result in the sidebar will now autoscroll to the location where it was pulled from.
    • Extraction accuracy improvements
    • Improved error handling for feathery.ai

Integrations

  • New Integrations:
    • Email OTP: Automatically send one-time passcodes to emails in order to verify ownership.
    • Microsoft Dynamics 365 CRM - Update your Dynamics 365 CRM contacts, accounts, and opportunities from collected form data.
    • Anthropic - Send messages to your Anthropic AI chatbot.
    • Algolia - Create Algolia Search objects from your collected form data.
    • Coda - Send form data to your Coda documents.
    • Instagram - Create posts and send messages via Instagram from collected form data.
    • Supabase - Automatically create rows in your Supabase database from form submissions.
    • Todoist - Create Todoist tasks from form submissions.
    • Webflow - Add custom code to a Webflow page via your Feathery form submissions.
  • Improved integrations:

Documents

  • Improved document field mapping experience
  • Additional automatic notifications can now be configured for signed documents:
    • Email notifications
    • Slack notifications & summaries
  • Envelopes for signature can now be set with an automatic expiration time.
  • Improved submission PDF formatting, including links for multi-line files.
  • Signatures can now be filled into documents via the document fill public API.
  • Envelopes can now be listed from the public API.

Core Form Builder Improvements & Fixes

  • Feathery forms can now be organized into folders
  • If multiple separate integration accounts are authorized, the relevant credential can now be specified when building API connector auth
  • Multiple tags can now be set for forms and documents
  • The text edit experience in the form designer has been improved
  • Deleting a form now requires an explicit confirmation by typing in the name of the form to delete
  • Repeating containers now support single-select Save Custom Value actions.
  • For collaborative submissions, anonymous starting collaborators can now be identified programmatically with an email.
  • Custom form domains can now be set more easily by users.
  • Submit logic rules can now be set to run before or after the actual step data is submitted.
  • Admins can now configure if a user is allowed to delete forms
  • Improved the bulk update option interface to allow retaining existing option tooltips and images.
  • Bullet points can now be set in text elements with the asterisk symbol (*)
  • You can now bulk invite users to a Feathery team, along with setting their roles and attributes.
  • When setting up a collaborative submission, direct access to the form can now be explicitly disabled.
  • Feathery submission / user IDs can now be passed as part of an API connector
  • A repeating image element can now display different images in each repeat by setting an array of images.
  • Improved QR scanner field that allows zooming and camera selection.
  • Containers can now be referenced by their ID via the data-feathery-id attribute.
  • Improved positioning for date selector interface.
July 8, 2024
Jul 11, 2024

Fill Word + Excel Documents and New Document Customization Options

  • Both Excel and Word documents can be filled via a Feathery Document workflow now. Pages and sheets can be conditionally generated
  • You can now set up custom emails to notify when signature workflows are viewed and completed.
  • Uploaded document templates can now be downloaded from its settings.
  • From the settings, you can also replace the existing document template and have the existing mappings still apply.
  • Additional PDF fields can now be added:
    • Radio buttons
    • Checkboxes
    • Dropdowns
    • Dynamic images
  • Template mapping improvements:
    • PDF fields can now be copy-pasted and deleted via backspace / delete buttons.
    • Improved document designs, movement, positioning, resizing controls.
    • Text field overflow for single and multi-line has been improved
    • Default signature font is now more similar to handwriting.
    • Typography for all fields can now be customized.
  • Submission PDF exports:
    • You can now customize the export to have all submission data be laid out continuously vs a separate page for each step.
    • You can upload a custom font file to use to customize the submission PDF font directly from the settings page.

Integration Updates

  • You may now switch integration authenticated accounts & triggers without losing your config mappings.
  • Telesign integration now supports sending and verifying SMS codes.
  • The Flinks integration now supports pulling any Flinks-related attribute for users who successfully authenticate through the Flinks verification flow.
  • The Alloy integration now supports journey applications along with real-time ID verification for users.
  • On the business plan, collaborative submission URLs can now be mapped and sent as well through Feathery integrations.

Core Form Builder Improvements & Fixes

  • Custom attributes may now be set for each Feathery account and leveraged as prefill attributes in a collaborative workflow.
  • A collaborative submission can now be started directly even if it contains only one collaborator
  • The file upload field allowed field types can now be customized with custom file extensions
  • A fixed position can no longer be set for the root container of a step.
  • You can now drag to adjust padding and margin amounts for elements.
  • The image field now allows viewing PDFs as well if pulling from a field that contains either an uploaded PDF or a URL to a PDF file.
  • Improved matrix field value formatting in PDF exports, emails, CSV exports, etc.
  • When issuing an API connector test request, integration auth token variables will automatically be substituted if available to substitute for the test.
  • API connectors now support multipart/form-data requests.
  • New public API endpoint for listing all forms
  • Hide logic can now be triggered from the API for filling documents as well.
  • Minor form UX + performance improvements
  • Fixed issue where sometimes the width of a button would flicker on a button click
  • openUrl is now an async logic action that can be awaited to guarantee completion before subsequent logic is run.
  • Text elements no longer have border radius set on them.
  • Tooltips now support dynamic field variables in them.
  • Signature fields now have improved positioning and cropping of whitespace.
June 6, 2024
Jun 6, 2024

Manage & chain your integrations with Logic Rules

  • Most of Feathery’s native integrations (e.g. Salesforce, Hubspot, Google Sheets) can now be manually triggered in custom logic rules once they’re set up. This allows you to chain actions together (e..g create a Salesforce contact then a deal object), conditionally run certain integration actions, and take actions based on the data returned from integration actions.

Other Custom Logic Features

  • Custom logic rules will now be default restricted to only access fields from the current form, with an optional toggle to allow access to other fields across forms. This makes common use cases easier to set up and more performant.
  • The required property of fields can now be dynamically set from logic rules.
  • API connectors can now be duplicated with one click.
  • updateUserId method now allows user ID to be optional, in which case a random user ID will be autogenerated.
  • The language of the form is now returned in the getStepProperties method.

Document Autofill & Signatures

  • Pages of your document can be conditionally shown or hidden when filled.
  • Submission export PDFs can now be customized - layouts, font sizes / weights / family, custom headers & footers, etc.
  • New document fields added will now be required by default.
  • Documents will no longer flicker when edited / published.
  • Improved the document field editing UX

Document Intelligence

  • Significantly faster document intelligence extractions and improved accuracy
  • Allow multiple documents to be extracted in parallel from a multi-file upload
  • Assign extraction reviewers who can receive email notifications, approve runs, and more.

Core Form Builder Improvements & Fixes

  • Significant improvement in form designer performance for large forms
  • Feathery accounts now support collecting first and last names. When a collaborative submission is being filled and the collaborator corresponds to a Feathery account, their personal information can be autofilled in the form.
  • JS embed code now supports login & authentication
  • Email integration:
    • A custom delay time is now configurable for reminder emails on incomplete submissions
    • When filling out a collaborative form, the email recipients can now be configured to be the collaborators whose turn it is to fill out the form, and their unique collaborative submission link can be included in the email.
  • Webhook integration:
    • Form ID is now passed in the webhook payload.
    • Webhook payload fields are now ordered by their step flow.
  • Public API:
    • New API for inviting new users to your team.
    • Form schema API now returns associated field assets as well.
    • The form creation API has been improved with better defaults (fill dimension steps, centered layouts) and now copies form settings as well.
    • Integrations will be copied from the template form when creating a new form from a template via the form creation API.
  • Improved feathery.ai form creation from prompt.
  • Fixed an issue where the linked field publish warning would appear sometimes when the linked field was not modified.
  • The file upload field now supports restricting or allowing custom file field types
  • New account permission to restrict the ability to edit linked field properties in the design.
  • Image element images can now be dynamically pulled from a URL that is sent into a field.
  • Other integrations are now accessible on a HIPAA-compliant plan if no PHI is sent through them.
  • Additional regional translations options are now available.
  • Searching form results is now much more performant.
  • Clearer warning when a form is created in an inactive state.
  • Element assets in a list and form fields in a list will be alphabetized by default.
  • Improved case-insensitive comparison operators for logic.
  • Renamed collaborator “label” to “role” for clarity.
  • New interface for sharing a unique form submission link.
  • When duplicating a form, AI extractions will also be copied over.
  • Collaborative submission links will now support custom URL domains if configured.
  • Fixed issue where some submissions would come in with the first letter duplicated due to Android keyboard suggestions.
  • Accounts with the role “viewer” will no longer receive integration error emails.
  • Improved performance when rapidly programmatically setting Feathery field values.
  • Improved URL field value validation.
  • Improved date selector field UX.
  • The Feathery phone field now supports iOS autofill.
  • readOnly <Form> prop allows programmatically disabling all fields on the form.
  • hideTestUI <Form> prop allows hiding test / draft form navigation UI that appears by default.
  • Fixed issue on iOS where radio button and checkbox field validation errors wouldn’t appear properly.
  • Resolved a few Stripe integration payment bugs.

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