3 June 2026
Version 7.5.0
This release introduces Email Automation (Private Beta), letting builders author email output the same way they build documents - so drafters get a ready-to-send email draft instead of manually transposing content into Outlook. It also delivers a full refresh of the Drafter Word add-in, with a modernised interface and a set of Clause Library improvements. Other highlights include a preview option for generated documents, accreditation fields in user profiles, and a variety of smaller updates and fixes.
🌟 What’s new:
Email automation (Private Beta)
Today your firm can automate the document — but not its delivery. Producing the letter still means jumping between Smarter Drafter, File Explorer, and Outlook: copy-pasting the body, re-typing the recipient and subject, and attaching the files by hand.
With the new email automation in Smarter Drafter, you build the email body exactly the way you already build documents — in a Word template, with full support for dynamic fields, conditional rules, calculations, repeats and images. To, CC and Subject are fully configurable, accepting both free text and merge fields from the form, so addressing and referencing happen automatically. You can attach one or more generated documents as PDFs, and you can even create document templates purely to feed an email body — mark them "do not generate for live submissions" and they'll never surface as a standalone output.
When a form is submitted, the email is produced as a ready-to-review .eml draft, available to download alongside the other generated documents. Drafters open it in Outlook or any compatible email client, give it a final review, and send — no new tools, no training. Smarter Drafter prepares the email; the drafter stays in control of sending it.
Note: Email automation is available in private beta.
Drafter Word add-in refresh
We've given the Drafter Word add-in a visual refresh and a set of targeted improvements to the Clause Library. Submissions are unchanged — UI polish only — and creating and inserting clauses works exactly as before. Here's what's new:
- A modernised interface The login screen, home screen, and Clause Library have all been refreshed with a cleaner, more modern look.
- A dedicated Review tab Clauses awaiting approval or that have been rejected now live in their own Review tab, separate from active clauses.
- A clearer clause editing flow To change a clause's content, users now use an "Update clause content" button within the edit form, rather than editing straight from the list.
- Clearer field names "Practice Area" is now called "Clause Type", because clauses can be grouped by many criteria, not just legal practice area. "Short Description" is now "Guidance Notes" - a name that better reflects its purpose of guiding users on how and when to apply a clause.
- Clause history Clauses now include a history log showing when a clause was created, approved or modified, and by whom
Updated Word add-in for Clause Library and Submissions
Other updates
- Preview option when viewing generated documents
- Accreditation fields in user profile to add accreditation options in automations
- Actionstep mapping: Removing required fields for data collections
- Allow Australian jurisdictions to be deleted in Clause Bank
- Notes in Logic and Calculation
- Display Office name when viewing field alias for a record
- Add search in Replacement Rules
🔧 Bug fixes:
- Fixed an issue causing bulk mapping to be disabled