Bulk Documentation

Released 2026-06-19

Version 3.11.20

Notes 119 of 19

  1. Inbound — Custom field labels in the document grid now match the same compact style as other document fields.

  2. Inbound — Document grid action buttons now match the rest of the app.

  3. Inbound — Document item column headers and filters now stay visible while you scroll through long item lists.

  4. Inbound — Fill custom fields straight in the grid — Yes/No, dates, dropdowns, lists and more edit right in the cell, with no extra pop-ups, so a row fills as fast as a spreadsheet.

  5. Inbound — Fill down now marks the source row with a crown, shows a preview of each value, and can copy individual custom fields or the entire row (including services) to the other selected rows.

  6. Inbound — Grid dropdowns now flip upward and resize to fit the screen when there isn't enough room below.

  7. Inbound — Hovering a ready item in the document grid shows "Undo" in an orange highlight.

  8. Inbound — Hovering over a sync error now shows a clear tooltip with the failure details.

  9. Inbound — Move around the line-items grid with the keyboard like a spreadsheet: arrow keys (and Tab/Enter) jump between every cell, the active cell is highlighted as you land on it, and Enter or just typing starts editing — Esc steps back out.

  10. Inbound — Rearrange the processing grid columns by dragging a header, or right-click a column for Move left / Move right. Your column layout is saved to your account.

  11. Inbound — Removing an attachment from the document grid now asks you to confirm first.

  12. Inbound — The document grid now has extra scroll room at the bottom so dropdowns on the last row are no longer cut off.

  13. Inbound — The spreadsheet grid view no longer shows a Classic view switch button.

  14. Inbound — The totals bar at the bottom of the document grid has been removed for a cleaner spreadsheet view.

  15. Connectivity — Agent worktrees now connect to leased backends reliably instead of routing through the local polling proxy.

  16. Inbound — File custom fields are now editable directly in the processing grid: attach, download, and remove files on a line item without opening it.

  17. Inbound — In the items grid, an open dropdown now closes as soon as you start a drag-to-fill, and Quantity appears read-only with a hint on sites where it's set automatically (instead of silently snapping back).

  18. Inbound — The items grid now works like a spreadsheet: select a range of cells, copy and paste (including to and from Excel), and drag a cell's corner handle to fill its value down a column.

  19. Inbound — You can now resize grid columns by dragging a column's edge; the widths are saved and shared across your inbound documents, just like column order.