Explore the latest updates to Smarter Drafter, including new features, enhancements, and bug fixes.
30 Apr 2025
Version 5.1.3
This release updates terminology across the platform - Global Forms are now Section Blocks, Dynamic Snippets are now Content Blocks, and Named Ranges are now Conditional Rules. We also introduce a streamlined help experience by consolidating Knowledge Base and Contact Support into a single help icon in the top navigation.
Bug fixes include improvements to discarding in global forms, resolving errors in payment reports, fixing submission status issues, and UI refinements in reports and form submissions.
🌟 What’s new:
- Consolidated the Knowledge Base and Contact Support from the left navigation into a help icon on the top navigation next to the user profile
- Inactive users hidden being visible in user mapped field searches
- Terminology change to Global Forms, now called Section Blocks
- Terminology changes to Dynamic Snippets, now called Content Blocks
- Terminology changes to Named Ranges, now called Conditional Rules
- Ignore all option in the Global Form (now Section Block) error check
🔧 Bug fixes:
- Discarding not working when removing a state/territory from set state/territories field in global forms
- Report Payment displaying “Please fill in a valid value for all required fields” error when opening the report
- Submission status issue when only first or last name are added when a field is optional
- UI issue with date picker in Report and success message when submitting a form
- Hotfix 5.1.2: Builders not being able to send intake form via Send Email option
- Hotfix 5.1.2: Issue with changing folder directory in a global form
16 Apr 2025
Version 5.1.1
This release brings several enhancements across integrations, field mapping, and user experience, including improved iManage and NetDocuments workflows, refined Unity field sync, and clearer login messaging. It also delivers numerous bug fixes to improve form behaviour and performance, along with internal updates for better UI consistency, permission handling, and security.
🌟 What’s new:
- Selection of a matter and role assignment at the start of a new document in the iManage integration
- Improved the UX with sending submissions to NetDocuments
- Enhancements to Unity field mapping to now include a manual sync to update mapped fields, renamed PMS Mapping to Unity Field Mapping
- Australia-specific jurisdictions in UK clause bank are now hidden
- Improved messaging in the scenario when users try to login when their accounts are only setup for SSO
- ‘Lost your Password?’ renamed to ‘Forgot Password?’ in the login page
🔧 Bug fixes:
- Matter field not auto-populating in a form field when a matter was initially already selected
- Field value in a global form not displaying when viewing answers of a form submission
- Performance improvement to role mapping page in a form
- Issue with submission role mapping due to having two items using the same key
- Placeholder option not working as expected in certain scenarios
- Error when starting a form where a tenant has legacy permission is switched on
- Repeatable roles and sections appearing in incompatible fields
- Minor bugs relating to Global forms: fields that should not be editable, dialogues not closing when expected, named ranges not immediately visible when importing global forms