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What's New

Here are the latest Workflow Docs features and improvements.

Version 1.5.6 — August 27, 2026​

Clearer progress through workflows​

Document assembly, document requests, and questionnaires now show clearer progress sections, so advocates and clients can tell where they are and what comes next.

More control over questionnaire results​

Questionnaires can deliver completed documents to the case, send supporting documents to the advocate, and use selected case information for AI-assisted follow-up questions.

Learn more about questionnaires

Cleaner optional text in templates​

Template authors can use fix_punctuation with ask and request fields to avoid awkward spacing or punctuation when optional answers are inserted into a document.

Version 1.5.5 — August 22, 2026​

Collect information in fillable PDF templates​

Workflow Docs can now use fillable PDF templates that collect information from clients and other requestees. PDF and DOCX templates can be used together in the same workflow.

Learn more about PDF templates

Version 1.5.4 — August 18, 2026​

Better follow-up on document requests​

When a document request is sent, Workflow Docs can record it in LegalServer. When the request is complete, the advocate can receive an email notification.

Learn more about requesting client documents

Version 1.5.3 — August 6, 2026​

Clearer recovery when a document cannot be uploaded​

If a completed document cannot be uploaded to LegalServer, the final screen explains what happened and provides a download link so the document is not lost.

Version 1.5.0 — July 22, 2026​

More language and delivery choices​

Organizations can offer clients more language options in their workflows, and signing requests can be sent by SMS when that option is enabled.

More flexible document delivery​

Advocates can download generated documents when needed, including printable copies for workflows that do not use electronic signing.

Learn more about assembling documents

Version 1.4.5 — July 3, 2026​

Templates can produce print-ready documents, and template authors can set up useful follow-up actions—such as updating a case or adding a case note—when a document is completed.

Version 1.4.1 — June 27, 2026​

QR codes for helpful resources​

Template authors can add a tailored list of community resources, including QR codes that clients can scan from a printed document.

Learn more about link enclosures

Version 1.3.0 — April 23, 2026​

Collect information and signatures from multiple people​

A single document workflow can now send each client, witness, or other requestee a personal link to review documents, provide their information, and sign. Workflow Docs tracks the requests and assembles the completed documents.

Learn more about multi-party signing

Before Version 1.3.0 — 2025–early 2026​

Client document requests​

Advocates can send clients a checklist of needed documents and collect uploads through a secure link.

Learn more about requesting client documents

AI-assisted questionnaires​

Advocates can send a questionnaire to a client, let the client answer in their own language, and receive a synthesized summary with the completed workflow.

Learn more about client questionnaires