Bulk Documentation

Released 2026-05-16

Version 3.10.1

Notes 113 of 13

  1. Inbound Documents — Redesigned new-document page with a spacious multi-column layout.

  2. Inbound Documents — Save whole documents or individual line items as reusable templates, and load them from a redesigned template picker.

  3. Inbound Documents — Work from drafts: pick up where you left off from the draft picker, with autosave that safely handles conflicts.

  4. Inbound Documents@mention teammates in internal notes and they'll be notified.

  5. Inbound Documents — New In progress status; in-progress documents with no linked jobs can now be deleted.

  6. Inbound Documents — Support for PDF document types, with generated PDF thumbnails on reference cards.

  7. Inbound Documents — Added customer reference fields, clearer field controls, and better validation.

  8. Inbound Documents — Faster, clearer library picker scoped to your site, with loading skeletons and friendlier empty states.

  9. Forms — "Documents" is now Forms across the app, with all existing document types carried over.

  10. Custom fields — Consistent field inputs everywhere, including a new single control for yes/no fields, kept in sync between Forms and Custom Fields.

  11. Appearance — Three new themes — Forge, Cobalt, and Riso — plus a reworked color picker.

  12. Production — Routing Activity is sorted by most recent and shows a badge for the last operator.

  13. Inventory — Clear warning that currency and unit cost apply only to new stock movements.