We’ve released a major set of improvements designed to make managing forms, members, and workflows easier, faster, and more reliable.
Below are the highlights of the most impactful updates.
Form Packets make it easy to organize forms and automatically assign the correct forms to members—without manual setup for each individual.
With Form Packets, administrators can group related forms into reusable packets such as Youth and Adult. Each packet can include shared forms, unique forms, or a combination of both.
When members are added, the appropriate packet is automatically applied, ensuring they receive the correct forms based on their type.
Key Benefits
- Group multiple forms into reusable packets
- Automatically assign forms based on member type (e.g. Youth vs Adult)
- Support shared and unique forms across different packets
- Add or remove forms from individual members on demand
- Reduce setup time while maintaining full control
Form Packets help eliminate repetitive work while still allowing flexibility for exceptions and special cases.
Portal Experience Improvements
The Portal received a significant refresh to improve usability and clarity for members and participants.
- Polished, modern Portal design
- Updated Portal dashboard layout
- Improved Person and Participant views
- Clearer form status visibility
Invitations & Onboarding
We’ve improved the invitation flow to make onboarding smoother and reduce common issues.
- New Invitation Wizard
- Better handling for already-accepted invitations
- Improved resend and error handling
Several updates were made to improve form handling and reporting accuracy.
- Enhanced report generation
- Improved member ID and session tracking
- Support for Form Packets and Session IDs in reporting
Behind-the-scenes improvements ensure the platform is faster, more stable, and more secure.
- Reduced initial load size and improved performance
- Improved upload and streaming reliability
- Security enhancements and improved verification handling
- Updated error tracking and monitoring
Automation & Maintenance
We’ve continued to invest in long-term reliability and scalability.
- Improved automated build and deployment workflows
- Updated dependencies and internal structure
- Enhanced testing and maintenance routines