May - Release Notes

Explore the latest updates to Smarter Drafter, including new features, enhancements, and bug fixes.

Release Notes by date:

28 May 2025

14 May 2025

28 May 2025

Version 5.2.1

This release includes UI and integration improvements across iManage and Unity, plus smarter handling of role selection in repeating sections. 

Key bug fixes cover Clause Bank login issues, Unity Field Mapping search, Actionstep data sharing, conditional logic display, and section block imports.

🌟 What’s new:

  • Alert displayed in the Submission table if a submission has an integration issue for better awareness
  • Improved handling of selecting same roles for different repeating sections
  • Improved handling of Unity access token validation in Unity field mapping
  • iManage logo included in the Smarter Drafter integration when opening New Document

🔧 Bug fixes:

  • Removed Billing Address option when selecting Manual as the payment method in Company Details page
  • Clause Bank Word add-in user log out idle issue
  • Clause Bank Word add-in login errors
  • Data sharing errors for file upload fields
  • UI formatting issues when there are multiple conditional rules and logic for a form
  • Actionstep integration data sharing failing when there are no data collection fields in a form
  • Hidden currency fields hiding also the field details in builder mode
  • Importing section blocks when using the import from form option. Section blocks will now be disabled from being selected, users should select the ‘Import form section block’ option instead.
  • Imported section blocks conditional rules being editable from a standard form it was imported into
  • Date selector field appearing in the logic builder prior to ‘Date’ being selected from the dropdown options
  • Hotfix 5.1.12: Search in Unity field mapping not filtering out search criteria

14 May 2025

Version 5.1.6

This release includes user experience improvements for bulk selection in role mapping and form building, along with enhancements to the Actionstep integration for clearer required fields. We’ve also improved performance when managing large numbers of folders and forms.

Bug fixes address clause bank approvals, child form editing, and issues in the Word add-in and iManage integration — including several hotfixes to improve authentication and error handling.

🌟 What’s new:

  • Improving the UX in bulk selection in role mapping, form roles and field aliases
  • Enhancement to the Actionstep integration to better display required fields before mapping
  • Enhancement to Actionstep integration to change wording of matter name when creating a new matter from Smarter Drafter to Actionstep and no longer automatically populating the field
  • Performance improvements when there are a large number of folders and forms in Build Forms view

🔧 Bug fixes:

  • Clause Bank approval issues for All Folder
  • Word add-in Conditional Rules creating new rule dropdown not displaying properly
  • Unable to edit fields in a child form
  • Hotfix 5.1.4: iManage Extension - Login issue when token is expired
  • Hotfix 5.1.4: Section Block can have recursive link and throwing error
  • Hotfix 5.1.4: iManage | Work Panel - Authentication method via browser instead of inside Work Panel