Product updates

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.

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.

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.

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.

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:
  • The SMS one-time passcode integration can now be configured to enable iOS keyboard autofill for codes.
  • The Telesign integration now has an improved SMS message format.

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.

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.

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.

New features for insurance brokers & carriers

New Integrations

• We've launched a new “Insurance” category for our integrations
• Applied Epic: Prefill your forms from Applied Epic data and update your Applied Epic records with form data.
• AMS360: Prefill your forms from AMS360 data and update your AMS360 records with form data.
• AgencyZoom: Prefill your forms from Agency Zoom data and update your Agency Zoom records with form data.
• EZLynx: Prefill your forms from EZLynx AMS or Sales Center data. Update your EZLynx records with form data.
• Guidewire: Two-way sync of your Guidewire policy, billing, and claims records with form data.
• Sagitta: Prefill your forms from Sagitta data and update your Sagitta records with form data.
• Tarmika: Seamlessly connects quoting data from Feathery forms to Tarmika for automated comparative rating.
• TurboRater: Seamlessly connects quoting data from Feathery forms to TurboRater for automated comparative rating.
• Zywave: Prefill your forms from Zywave data and update your Zywave records with form data.
• Redtail: Sync your form data with your Redtail account, both ways.
• Wealthbox: Sync your form data with your Wealthbox account, both ways.

Insurance Form Library

Choose from a set of customizable digital forms that automatically fill multiple quoting information into insurance PDFs across carriers, including liability, P&C, life, renters, travel, and much more.

Carrier Portal Autofill

Our new carrier portal integrations allow you to autofill quoting data across a variety of insurance carrier portals, including Travelers, MassMutual, LibertyMutual, Allianz, Chubb, Progressive, State Farm, and more.

Signatures & Document Generation

• Documents can now be encrypted with a password when exported via email.
• Repeating fields are now exported in a tabular view in submission PDFs
• Exported submission PDFs will now omit pages with no fields and pages that weren’t visited by the user.
• When duplicating a form, all of its integrations will be duplicated as well.
• Documents can now be tagged and organized.

Custom Logic

• Custom logic builder now allows expressions & calculations when setting field values.
• Multiple API connector actions in the no-code logic editor will run in parallel but subsequent actions will wait on completion
• Better text input overflow for API connector and no-code logic configurations
• No-code API connectors now respect field types that aren’t text. For example, a number field value will remain a number and won’t be converted to text when included in an API config.
• Different placeholders can now be set for different repeats of the same field.
• Feathery now supports case-insensitive field equality comparisons.

Core Form Builder Improvements & Fixes

• Forms are now embedded via a custom ID instead of its name. This allows you to rename the form at will.
• Email integration now supports inserting raw HTML templates for the body.
• Improved form validation for certain URL and email formats
• Bulk option upload for fields in the editor now use double colons as delimiters to allow values with single colons.
• Result and task list filters now persist across sessions.
• Date selector improvements:
  • Significantly easier to select years and months
  • Improvement to mobile date selection interface
  • Weekends and specific dates can now be disabled for the date selector
• US territories can now be toggled on or off from the US state field
• Phone field can now be configured to only allow numbers from one specific country
• Field selection now separated by current and other forms. Load & search performance has been improved as well.
• Document Intelligence now supports CSV parsing.
• Fixed Document Intelligence issue where rendered selections would all be on the first page of the document
• Improved the update UX for SEO images
• Improved designer edit performance
• Improved drag experience for form and document editor elements
• Feathery emails now come from noreply@mail.feathery.io instead of noreply@feathery.io
• You can now enable or disable theme edit permission for your team.
• Improved form translation robustness
• Address field postal town is now correctly considered the city.
• Submission retrieval API now handles both live and test submissions
• Field description can now be updated from the API
• The form submission API will trigger form integrations
• Zapier “data received” trigger will now trigger multiple times for a given submission each time new data is received
• API for getting user submission data will no longer return empty fields
• Improved the default loader for forms
• Fixed Calendly field prefill error
• Improved phone input experience for countries with a 4-character phone code.
• Fixed bug where clicking on a phone field would trigger it to autoscroll
• The submission API now supports passing base64 strings as signature image files

‍

New Integrations

• We’ve launched a new “Financial Services” category for our integrations
• SFTP: Sync documents to and from your remote file server via SFTP.
• Redtail: Sync your form data with your Redtail account, both ways.
• Wealthbox: Sync your form data with your Wealthbox account, both ways.
• Fidelity: Automatically open Fidelity custodial accounts and sync client information.
• Pershing: Automatically open Pershing custodial accounts and sync client information.
• Charles Schwab: Automatically open Schwab custodial accounts and sync client information.
• Vanguard: Automatically open Vanguard custodial accounts and sync client information.‍
• Flinks: Embed Flinks in your forms to collect financial information automatically from your users.‍
• Inverite: Embed Inverite in your forms to verify and collect financial information automatically from your users.

Existing integrations

• We now offer a dashboard for integration logs (runs, errors, successes, reasons, etc.) on our Business plan. This dashboard also lets you retry failed integration syncs
• Email integration:
  • We now robustly handle special characters when performing variable replacements.
  • Array-based field values will be displayed in a nicer format.
  • The field change email trigger will now trigger and send emails when a field value is updated from a form submission as well.
• We’ve added new integration triggers across all integrations (including Zapier) to send data when a user uploads a file or signs a document.

Document Intelligence

We’ve improved the user experience of Document Intelligence in a few ways:

• The accuracy of extraction results has been improved
• The interface for reviewing extracted results no longer flickers when toggling between extractions
• Resolved an issue with extractions occasionally showing up blank
• Better error handling UX for the AI extraction editor

Signatures & Document Generation

• We improved the drag-and-drop experience for mapping form to document fields. You can now resize fields accurately as well.
• The document signing and completion experience has been improved as well to show a more clear completion modal
• You can now add a click action to buttons on your form to take your users into a document signing experience directly from the form, along with specifying which documents you want them to sign. This is helpful for onboarding processes that require immediate document generation and signature.
• You can now edit the name of your uploaded document along with the verification requirements you want your user to go through before they sign a document.
• The field value change trigger for signing documents will now trigger on external form submission updates as well.
• Filled data now scales down when filling smaller mapped document fields.
• Form submission PDF exports now support RTL display when RTL is enabled from the form settings.

Workflows

• We’ve launched a new view of all ongoing and completed collaborative submission tasks called the Task View. This is an easy way for any user to understand which tasks they need to complete, what has been completed, and more. You can start completing your tasks directly from this view, if desired. It is searchable and filterable by a variety of attributes:
  • Pending or completed tasks
  • Your tasks or someone else’s tasks
  • Tasks for a particular form
  • Any fields on the form submission associated with the task
• Aside from specific emails, Feathery user groups can now be invited to complete a collaborative submission as a specific role. This is useful for assigning internal teams/departments to complete a task (allowing anyone in that user group to complete it)
• Collaborative submissions can now be started anonymously from the form directly (if enabled), no longer requiring them to sign in to Feathery or be invited over email. 
• Collaborative submission links are now shorter and easier to use.

Core Form Builder Improvements & Fixes

• Offline form handling - now, users are able to fill out forms offline, and Feathery will save and re-sync the data once the user is back online.
• Better sort logic for tables
• Text in the results table is now more easily selectable
• Viewers can no longer edit the status of a form
• Fixed issue where resizing window when on document editor would throw off the mappings
• Collaborative submission emails are now case insensitive
• Multiselect dropdown fields now always respect previous ordering of selected options
• Fixed issue with no-code API connector occasionally returning a bug
• Prevent setting negative padding in form designer
• Better header overflow handling for tables
• Allow setting a form to disabled from custom logic
• When editing field options in bulk, the upload area will begin as the set of current field options.
• The field selector interface is now searchable
• Form results are now filterable by specific fields
• The positions of steps in the flow view are now saved and will be consistent when you come back to the editor again.
• Searching is now supported in the All Users view
• Form submission API will create a new corresponding user if one doesn’t exist already.
• Form translations will also translate conditional logic comparators as well.
• Support subregion translations (e.g. British English, Canadian French, etc.)
• Translations now update the HTML document language header as well.
• Uploaded files can now be downloaded from file fields in the form
• Exclamation mark is now considered a special character for the password field
• Head code now loads before form does.
• Improved style handling for container padding and element percentage height
• Options and placeholders can now be dynamically set from advanced logic
• Improved styling for disabled slider fields

AI Data Extraction V2

Feathery’s improved AI Data Extraction product can extract structured data from documents and images uploaded to your forms. You first can define questions using natural language, and then Feathery's AI will read the uploaded document and store answers within form fields. Finally, Feathery's AI results tab shows you the locations in the document where the AI extracted answers to each question from.

Our extraction solution uses the latest generative AI technology to achieve very high accuracy. Unlike other OCR solutions, you don't need to pre-train on hundreds of examples for our model to get the extraction correctly. Our product performs exceptionally well on tabular data, such as reading bank statements, investment reports and more. You can specify “multiple value” extractions that support extracting data about repeated entities in a document. For example, you can ask our model to “return a list of all stocks in the investment report, along with their quantity and market value”.

Watch a demo video here and learn more in our docs.

If you'd like to try it yourself, book a demo.

Documents

• Our free plan now offers up to 5 free documents per month that can be signed or autofilled. 
• Document fields can now be optional, meaning users don’t have to fill them out when signing a document
• The audit log for a filled/signed document can now be downloaded from the envelope in the dashboard. Audit logs include key information such as IP addresses and timestamps of key events in the signature process such as when the document was first opened and signed.
• Email verification can now be toggled on or off for signing a document via the document settings tab. This is helpful when you are already verifying user identity prior to signing
• The Sign Documents button action allows you to fill documents and collect e-signatures on top of documents as a step of your form/workflow.

Workflows

• We’ve revamped the experience for logged-in users with the “Viewer” role (made for users who should fill out forms and complete workflow tasks but not be able to edit them). Viewers now see a simplified experience without access to account settings or themes, or delete submissions. 
• The roles and permissions of invited users can now be edited post-invite
• Certain fields can be hidden from user groups in the results tab. This is helpful for sensitive information that not every user should be able to access.
• Entire Feathery user groups can now be invited as part of the collaboration workflow. This is especially useful for assigning an internal team or department to review a submission. Anyone from that department can complete the collaborative submission/task.
• Collaborative submissions can now be initiated from a public, non-collaborative form link. The first user filling out the form will take on the first collaborator role.

Advanced Logic Improvements

• The authentication token for any connected integration can now be used in your API connectors, beyond just Salesforce and Hubspot. The syntax to reference the authentication token is {{integration-name_token}}. For example, to access your google sheets token to make an API request to add a few rows, you can reference {{google-sheets_token}} in your API connector and Feathery will automatically pass in the credentials server-side.
• All Business accounts now have access to privileged logic, allowing them to use browser utilities in the Javascript editor such as window, navigator, etc. 
• The placeholder of a field can be dynamically set via logic now.
• Email and SMS messages can now be triggered via no-code actions in our no-code logic builder

New Integrations

• Egnyte: Pull in Egnyte documents for use with Feathery’s AI Data Extraction features, and also store collected documents into Egnyte‍
• Google Drive: we revamped our Google Drive integration to allow you to store uploaded files from your forms into a specified folder.

Core Form Builder Improvements & Fixes

• The country field now allows storing the abbreviated country code as the value rather than the full country name
• We’ve expanded the allowed max field lengths
• We’ve improved how our results dashboard handles text overflow
• Field IDs are now consistent when duplicated
• When duplicating a form, you may now specify a prefix which will automatically be prepended to the copied field IDs.
• When duplicating a form, you may now also copy integrations as well.
• SEO metadata (description, title, favicon, meta image) are now available on all paid plans. 
• The meta image can now be uploaded as well.
• Custom HTML head code can now be set for your forms under the form settings
• “Remember User” can now be toggled on/off for each individual form rather than across all forms.
• Multiple emails can now be triggered for a single email config on the same form submission
• Allow setting up options in a repeating field so each repeat may have a different selection
• Tooltips can now be set on button group options.
• Multiple custom DNS domains can now be set up for each Business account.
• Collaborator invite emails now display properly in Outlook.
• Hyperlinks in text are now actual anchor tags.
• Images in forms are now preloaded for faster performance.
• Bug fix: Phone field no longer auto-focuses on Safari occasionally.
• Double-curly brace field ID values can now be included in custom HTML and iframe code.
• Button group widths are now mobile-responsive by default.
• Button group description now aligns with the button group itself
• Options can now be properly created when multi-select dropdown fields are set to “allow new options”.